Brazil – Are we there yet?
Brazil ended 2024 on a complicated note, with challenges looming on the fiscal front that have kept investors on their toes.
Insight Type: Market commentary
- Introduction: Nation Over Empire – A Defining Choice for the United States and the World
- America’s Steady Exceptionalism
- 2025 Global Macroeconomic Forecast
- Global Market Outlook
- Trump 2.0: The Case for Owning Small and Mid-Cap Equities
- France and Germany – The Aftermath of the Budget Debacle
- Latin America: A Three-Cushion Billiards Game
- A Chain Reaction 2.0
La Libertad Avanza?
When the Milei administration took office almost a year ago, it was handed an economy in poor shape, with rampant inflation and almost non-existent growth.
When the Milei administration took office almost a year ago, it was handed an economy in poor shape, with rampant inflation and almost non-existent growth.
Black Friday, Black November, and the US Consumer
Exploring spending patterns observed over the Thanksgiving Holiday, and what they might reveal about the health of the consumer.
Exploring spending patterns observed over the Thanksgiving Holiday, and what they might reveal about the health of the consumer.
Uruguaymandú: The Left Wave of El Río de la Plata.
Insights on last Sunday's elections in Uruguay.
Insights on last Sunday's elections in Uruguay.
Sequels are Rarely as Good as the Original Movie.
Exploring Nvidia’s recent earnings report and a possible rotation in the Artificial Intelligence industry from hardware to software.
Exploring Nvidia’s recent earnings report and a possible rotation in the Artificial Intelligence industry from hardware to software.
好久不见，你 好吗? - (It's been a long time, how are you?)
It’s been a long time, how are you? That might be the phrase you'd share with an old friend or relative you haven’t seen in a while.
It’s been a long time, how are you? That might be the phrase you'd share with an old friend or relative you haven’t seen in a while.
The US Election: The Revival of the Trump Administration
In a near landslide result, Donald Trump has been elected as the 47th president of the United States with 295 electoral votes and counting.
In a near landslide result, Donald Trump has been elected as the 47th president of the United States with 295 electoral votes and counting.
Earnings Season Half Time Report: Observations and Potential Considerations.
Expectations are playing an important role this earnings season.
Uruguay: The Power of an Informed Choice
This Sunday, Uruguay will go to the ballots to elect its new president, both chambers of Congress, and to vote on two plebiscites - one related to security and the other a reform to the social security system.
This Sunday, Uruguay will go to the ballots to elect its new president, both chambers of Congress, and to vote on two plebiscites - one related to security and the other a reform to the social security system.
Walking on a Mexican Tightrope
Our thoughts on the first days of Sheinbaum's presidency and what we can expect as market participants.
Our thoughts on the first days of Sheinbaum's presidency and what we can expect as market participants.
All Eyes on Risk: Navigating Geopolitical Uncertainty.
- Introduction
- Macroeconomic & Market Update
- How Should Investors Manage Geopolitical Risks?
- US Election Update – Of Bulls, Bears, and Polls
- Program Discussion
- Asset Guidance