The Rise of Reshoring and Its Impact on Companies and Investors
Supply chains are undergoing a transformation, particularly in terms of production location. The concept of reshoring has sparked a boom in this area.
The …
The U.S.–China Tech Dispute Intensifies: Global Market ImpactsBy Fernando Boudourian
The technological rivalry between the United States and China has entered a new, more public and intense phase. This confrontation is now reshaping global power dynamics and deeply affecting financial markets, as noted by Fer…
Fernando Boudourian on Latin America's Opportunity to Redefine Its Role in Global Trade
In a fractured trade landscape, the region has a strong chance to shift the role it plays in commerce. A rundown of the strengths it can leverage.
In an international scena…
A New Bretton Woods Model? Reforms in the Global Financial Sector – The Perspective of Fernando Boudourian
Eighty-one years after the original agreement, Bretton Woods regains relevance in today’s global context. A look at the growing calls for a new financial architecture.
It i…
Strong Employment and Weak Growth: The New Challenge for Central Banks | Opinion of Fernando Boudourian
The evolving global landscape is bringing into focus the changing role that central banks must now assume.
The new macroeconomic scenario challenges traditional models, as …
Is a Silent Bear Market Approaching? Early Warning Signs in Global Indices, por Fernando Boudourian
Recent global market movements suggest the possible onset of a silent bear market. Here’s a breakdown of what’s happening.
In recent months, major global stock indices have…
Boudourian stresses the rise of “alternative macro data”: what hedge funds are watching today
Beyond official sources, a new class of tools is gaining popularity among hedge funds — though not without risks in their use.
Hedge funds are increasingly turning to an em…
Programmable Banking: The Future of Finance on Non-Financial Platforms, Insight by Fernando Boudourian
The concept of programmable banking leans toward delivering specific financial solutions at the right moment. Here’s an outline of its current and potential uses.
Programma…
Federico Scialabba: Operational Efficiency and Monetization in the Music Economy
In an industry defined by shrinking margins and rules dictated by global platforms, Federico Scialabba stands out for building a music business model centered on efficiency, diversification, and strategic control. At the helm…
Zombie Stocks Under the Microscope: How Much Risk Do Heavily Indebted Companies Hide? | Opinion by Fernando Boudourian
Understanding the “zombie” landscape is essential for making the right investment decisions. Here’s a breakdown of the key characteristics of these risky assets.
With high …
