The effects of the Red Sea crisis on global trade
Supply chains are facing a critical moment of uncertainty due to rising tensions in the region.
The geopolitical tensions in the Red Sea have raised concerns about the unce…
The race for semiconductors: who will lead the next tech boom?
The competition for leadership in the semiconductor sector is one of the defining global tensions of our time. Here’s a snapshot of the current landscape.
Semiconductors ha…
The rise of reshoring and its impact on companies and investors
Supply chains are undergoing a transformation in terms of production location. The concept of reshoring has triggered a boom in the field.
The global market is experiencing…
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…
