November 24–26 In a holiday-shortened week, U.S. labor data and inflation trends in Latin America took center stage. Expectations around […]
Insights AWM
Rate Cuts: How Close Are We?
Stablecoins: Innovation or silent threat to money?
Stablecoins pose a structural challenge to global monetary policy, potentially driving persistent inflation above central bank targets. Central banks don’t […]
Jobs, the Fed, and Growth: A Week of Mixed Signals
November 17–21 The U.S. labor market returned to the spotlight this week, while Europe maintained a stable tone and Japan […]
Stablecoins: The Hidden Key Piece Driving Interest Rates and Global Liquidity
Stablecoins are no longer a theoretical exercise but have become part of the global financial market. With a capitalization exceeding […]
Global Outlook: Mixed Signals in Inflation and Employment Amid Divided Fed Stances
Week: Week of November 11-15 Markets moved through a week of soft economic activity in the U.S. and mixed signals […]
A divided Fed: what’s next for the markets?
The Federal Reserve has not reached a clear agreement on its next steps. A few weeks ago, the Fed cut […]
