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Transatlantic Tech Alliance: The $42 Billion US-UK Tech Prosperity Deal and the Road Ahead

Transatlantic Tech Alliance: The $42 Billion US-UK Tech Prosperity Deal and the Road Ahead

The United States and the United Kingdom have taken their most ambitious step yet toward cementing a transatlantic technology alliance.

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The Fed’s 25 bp cut: a careful step into an uncertain fall

The Fed’s 25 bp cut: a careful step into an uncertain fall

The Federal Reserve trimmed its benchmark rate by 25 basis points at its latest meeting, lowering the federal funds target range to 4.00%–4.25%, its first reduction since December.

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The US Job Market: Cooling Momentum and Rising Concerns

The US Job Market: Cooling Momentum and Rising Concerns

The American job market, long seen as the backbone of post-pandemic economic recovery, is showing signs of fatigue.

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Fiscal Dominance: Structural Debt Expansion, Monetary Growth, and Rising Risk Premiums

Fiscal Dominance: Structural Debt Expansion, Monetary Growth, and Rising Risk Premiums

The United States is exhibiting growing signs of fiscal dominance, a macroeconomic condition in which fiscal imperatives — persistent deficits and rising public debt — begin to influence or constrain monetary policy.

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Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners

Gross Capital Formation: Your New Favorite KPI That Actually Predicts Winners

Economic growth does not happen by accident.

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Powell's Signal: A Soft Landing... Off a Cliff?

Powell's Signal: A Soft Landing... Off a Cliff?

Federal Reserve Chair Jerome Powell has sent his clearest signal yet that interest rate cuts may be imminent.

Gaston Brizuela Bosio
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M2 Infinity and Beyond

M2 Infinity and Beyond

In August 2025, the U.S. money supply (M2) has officially reached an all-time high, climbing back to pre-disinflation levels following a brief contraction in 2022–2023.

Gaston Brizuela Bosio
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U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

U.S. Goldfinger: Trump’s Swiss Tariff Twist Hits Global Nerve

In a stunning escalation of his “America First” trade strategy, former U.S. President Donald Trump has imposed a 39% tariff on imports from Switzerland, including gold — a decision already reverberating through global markets.

Gaston Brizuela Bosio
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Transatlantic Tariffs, American Optics

Transatlantic Tariffs, American Optics

A Deal, But No Final Resolution: Interpreting the EU–US Trade Agreement

Gaston Brizuela Bosio
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The Importance of Floating Exchange Rates and Flexible Exchange Markets for Absorbing External Shocks in Developing Countries: The Cases of Colombia and Ecuador

The Importance of Floating Exchange Rates and Flexible Exchange Markets for Absorbing External Shocks in Developing Countries: The Cases of Colombia and Ecuador

How the case of Ecuador and Colombia teaches us about the importance of flexibility in the exchange markets during "good" and "bad" times.

Gaston Brizuela Bosio
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Receding Recession Fears

Receding Recession Fears

A Shift in Business Confidence and Investment Momentum.

Gaston Brizuela Bosio
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Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Trump’s Tariff Gamble: Inflation Risks Linger Beneath Consumer Optimism

Consumer inflation expectations are cooling—but the tariff storm may just be warming up.

Gaston Brizuela Bosio