Se vienen tiempos interesantes y, sobre todo, muchas oportunidades de inversión para aquellos países que logren capitalizar su posición geográfica. En su libro, Prisioneros de la Geografía (Prisoners of Geography, 2016), Tim Marshall, destacado periodista británico en temas internacionales, aborda la importancia de la geografía en [...]

U.S. INFLATION U.S. consumer prices for March are due out Tuesday and markets are ready to scour the data for signs that massive stimulus spending is spurring inflation. Rising inflation expectations helped ignite a first-quarter selloff in Treasuries that pushed [...]

SPRING MEETINGS Financial policymakers from around the globe are preparing to convene -- virtually of course -- for the springtime meetings of the International Monetary Fund (IMF) and the World Bank. G20 nations’ finance chiefs meet too on April 7. The IMF [...]

GOODBYE, Q1 A new U.S. president, the selection of the candidate who might be Germany’s next leader, a $1.7 trillion rise in the value of global equities, amateur traders taking on seasoned hedge funds and digital art selling for millions of dollars. [...]

SNB CONUNDRUM It’s tough being the Swiss National Bank: After months of battling safe-haven inflows, markets want to know what the SNB will do with its 914 billion-Swiss franc ($984 billion) foreign exchange pile at its March 25 meeting. With the franc [...]

TIME TO PUSH BACK? After a stunning selloff in U.S. Treasuries took benchmark 10-year yields above 1.6%, the highest in a year, the March 16-17 Federal Reserve meeting will be watched closely for hints policymakers are concerned about yields, asset bubbles and [...]