Fynsa
It does not appear that the risks are being executed yet, or at least that is what the current basket data is showing (at least under our analysis).
The region's stock markets have shown a faster and less pronounced recovery compared to the U.S. market, supported by companies that, in many cases, have been able to weather global uncertainty thanks to solid fundamentals and growing regional investor appetite.
In 2024, 4,900 new homes were added and 21,479 real estate units were sold, reflecting the renewed dynamism of the sector.
The real power is not in Washington or New York. You can't challenge the bond market without consequences.
