The US government shutdown continues, but despite the gloomy macro, US equity markets hit highs last week. Globally, emerging markets are booming but Nigeria’s CGT poses a risk to capital markets, and Brazil seeks to negotiate its way out of US tariff turbulence. Oh, and Shein is coming to Paris?Continue Reading
Markets rallied after the Fed’s first rate cut of 2025, but fears of recession linger as yield curve signals danger. Trump’s $100,000 H-1B visa fee sparked global panic, Indian tech stocks slid, and a looming U.S. government shutdown threatens to shake confidence even further. Meanwhile, Boeing’s new F-47 fighter and defense tech expansion highlight shifting military priorities as global tensions intensify.Continue Reading
Recession Watch (We’re Serious) Authors: Andres Larios, Faith Spalding, Sydney Sibrian Editors: Andres Larios, Faith Spalding, Daniel Hou Intro: Welcome to the Weekly BluRB, a newsletter catered to students and professionals seeking the latest news and insights on global markets. Get prepared for the week by reading four stories circulatingContinue Reading
So Much Changes Every Week, But Not Our Fed Call. Authors: Andrés Larios, Sydney Sibrian, Faith Spalding Editors: Venus Dhanda, Sydney Sibrian, Faith Spalding Intro: Welcome to the Weekly BluRB, a newsletter catered to students and professionals to get the latest news and insights on global markets. Get prepared forContinue Reading
Preparing for the Trump Economy? Positioning Matters Most in a Complex Macro Environment Authors: Andrés Larios, Sydney Sibrian, Faith Spalding Story of the Week (Opinion): Tiara Nanayakkara Editors: Venus Dhanda, Sydney Sibrian, Daniel Hou, Faith Spalding Intro: Welcome to the Weekly BluRB, a newsletter catered to students and professionals toContinue Reading
In Mexico, a country burdened by a policy-induced sluggish economy, newly appointed President Claudia Sheinbaum seeks to redefine the national trajectory on her terms. Her success, and Mexico’s, will ultimately depend on her ability to balance continuity with innovation and fix what is broken.Continue Reading