Is Obesity the New AI? A New Horizon for Obesity-Related Drugs
A brief summary of the new trends in obesity treatments and their main participants.
A brief summary of the new trends in obesity treatments and their main participants.
Insight Type: Market commentary
Flexibility is the Name of the Game
Our thoughts on the Federal Reserve’s meeting this past Wednesday.
Our thoughts on the Federal Reserve’s meeting this past Wednesday.
The Mexican Reality After the Elections
After a long campaign that was closely followed around the world, Mexico went to the ballot box on June 2, not only to elect its new president but also to take part in the largest election in the country’s history.
After a long campaign that was closely followed around the world, Mexico went to the ballot box on June 2, not only to elect its new president but also to take part in the largest election in the country’s history.
Is Nvidia the Forrest Gump of the Market?
Thoughts on Nvidia, viewed through the lens of the herding-behavior bias.
Thoughts on Nvidia, viewed through the lens of the herding-behavior bias.
From Warren Buffet to Roaring Kitty
A brief summary of the effects of social networks on financial markets.
A brief summary of the effects of social networks on financial markets.
The Fed is Important, But So Are Other Variables
Exploring other variables that could impact U.S. markets, including tariffs and consumer spending.
Navigating a World with Increasing Geopolitical Risks
Over the last few years, the world has been shaken by the revival of several geopolitical conflicts that have reminded humanity of the different motives behind the decisions taken in the realm of politics and international relations.
Over the last few years, the world has been shaken by the revival of several geopolitical conflicts that have reminded humanity of the different motives behind the decisions taken in the realm of politics and international relations.
The Data Will Write the Story
Our thoughts on the Federal Reserve’s meeting this past Wednesday.
The IMF’s WEO and Latam: is this a bump in the road?
As is customary, the IMF and the World Bank held
their spring meetings in Washington last week.
Landing on an Aircraft Carrier
Our thoughts on the possibility of a soft-landing of the U.S. economy, the equity market’s expectations of it, and how to approach the current situation.
Economy in Motion: The Kinetic Art of Turning Energy into Wealth
‣ Introductory Remarks
‣ The Fed May Pull Off a Soft Landing, But Can They Stick It?
‣ A Chain Reaction
‣ Energy storage and Investment Opportunities
‣ The Shifting Sands of the Energy Landscape in Latin America
Latam Central Banks: leading the way
Last week, several central banks around the world held high-stakes meetings to determine the course of monetary policy in the future.