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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
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When High Rates Stop Talking

When High Rates Stop Talking

Rethinking Monetary Signals in a Fractured Market.

Gaston Brizuela Bosio
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Middle East Tensions and the Shifting Dynamics of Oil Prices

Middle East Tensions and the Shifting Dynamics of Oil Prices

The current Oil outlook in the tightening geopolitical landscape.

Gaston Brizuela Bosio
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Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

Fed Holds Steady as Trade Tensions Cloud Inflation Outlook

The Fed’s Waiting Game: Blame Trade, Not the CPI

Gaston Brizuela Bosio
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Soft Landing, No Landing, or Recession? Scenarios That Matter for Deal Pipelines

Soft Landing, No Landing, or Recession? Scenarios That Matter for Deal Pipelines

Deal Pipelines Meet the Macroeconomic Blender.

Gaston Brizuela Bosio
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Metal Markets on the Tariff Treadmill

Metal Markets on the Tariff Treadmill

Tariffs Reshape Global Metals Markets, Driving Price Volatility and Production Shifts.

Gaston Brizuela Bosio
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The US Trade Deficit: Structural Roots Beyond China

The US Trade Deficit: Structural Roots Beyond China

Don’t Blame Beijing—Blame Comparative Advantage.

Gaston Brizuela Bosio
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Moody's Downgrades U.S. Credit Rating Amid Rising Fiscal Concerns

Moody's Downgrades U.S. Credit Rating Amid Rising Fiscal Concerns

Moody’s Downgrades U.S. Credit Rating Amid Deficit, Political Instability, and Debt Concerns.

Gaston Brizuela Bosio
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A 90-days Nash Equilibrium between US and China in Trade Tariffs

A 90-days Nash Equilibrium between US and China in Trade Tariffs

U.S.–China Tariff Truce Spurs Market Rally, But Fragile Standoff Remains.