Weekly Updates from the CIO (01.24.25)
Listen to market and economic updates, by our CIO Office.read more
Expertise that empowers
Explore our perspectives on global markets. Dive into market commentaries, CIO notes, and reports designed to help you understand the economic environment and what headlines are moving markets today.
Quarterly Call Q1 2025
Introduction: Nation Over Empire – A Defining Choice for the United States and the WorldAmerica’s Steady Exceptionalism2025 Global Macroeconomic ForecastGlobal...read more
Weekly Updates from the CIO (01.14.25)
Listen to market and economic updates, by our CIO Office.read more
Weekly Updates from the CIO (12.17.24)
Listen to market and economic updates, by our CIO Office.read more
Monthly Commentary – December 2024
La Libertad Avanza? When the Milei administration took office almost a year ago, it was handed an economy in poor...read more
Weekly Updates from the CIO (12.10.24)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 12.6.2024
Black Friday, Black November, and the US Consumer Exploring spending patterns observed over the Thanksgiving Holiday, and what they might...read more
Weekly Updates from the CIO (12.3.24)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 11.29.2024
Uruguaymandú: The Left Wave of El Río de la Plata. Insights on last Sunday's elections in Uruguay.read more
Weekly Updates from the CIO (11.26.24)
Listen to market and economic updates, by our CIO Office.read more
Market Musings – 11.22.2024
Sequels are Rarely as Good as the Original Movie. Exploring Nvidia’s recent earnings report and a possible rotation in the...read more
Weekly Updates from the CIO (11.19.24)
Listen to market and economic updates, by our CIO Office.read more