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Remontada or Derrumbe?

Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]

Remontada or Derrumbe?

Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]

Remontada or Derrumbe?

Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]

Remontada or Derrumbe?

Sport has a habit of reminding us that trends can reverse when everyone least expects it. This past week delivered another reminder. On one side, the ultimate “remontada”: the New York Knicks clawing their way back from the brink, ultimately ending a 53-year title drought and reminding investors, once again, that no lead is ever […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]

To Infinity and Beyond… Until the Fed Says Otherwise

Over the past few months, the macroeconomic narrative has shifted significantly. At the start of the year, investors broadly expected a gradual cooling of the US economy, a weakening labor market, and a continued disinflationary process as the effects of tariffs faded from annual comparisons. That scenario now looks increasingly outdated. Recent US economic data […]