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.

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.

Uruguaymandú: The Left Wave of El Río de la Plata.

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.

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.

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.

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.

Walking on a Mexican Tightrope
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

The Golden Age of Direct Lending
Private credit has gained much recognition after outperforming during the last two calendar years. What beholds this asset class for the remainder of 2024?

The First Cut is the Deepest
Our thoughts on the Federal Reserve’s meeting this past Wednesday and the resulting interest rate cut.