Weekly Updates from the CIO (11.26.24)
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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.
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Sequels are Rarely as Good as the Original Movie. Exploring Nvidia’s recent earnings report and a possible rotation in the...read more
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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...read more
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The US Election: The Revival of the Trump Administration In a near landslide result, Donald Trump has been elected as...read more
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Earnings Season Half Time Report: Observations and Potential Considerations. Expectations are playing an important role this earnings season.read more
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Uruguay: The Power of an Informed Choice This Sunday, Uruguay will go to the ballots to elect its new president,...read more
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Walking on a Mexican Tightrope Our thoughts on the first days of Sheinbaum's presidency and what we can expect as...read more