Mexican Banks: Cost of Risk Trends in Focus
The Mexican economic outlook is challenged by the Coronavirus, and with it the weaker oil price and the hit to the domestic tourism...
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QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
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Deja Wu – Corona Virus Now Infects Global Financials
Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
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Toxic Cocktail
Increasing Systemic Risks:Events are moving quickly and the fluidity of this pandemic has created a destructive amount of market volatility,...
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What Would Warren Buffett Buy In This Panic?
There has been a huge panic in the global financial markets caused by the COVID-19 coronavirus. Some people compare this panic to the one in 2008....
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