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Exuberant Optimism Exaggerates Growth Outlook / January 11, 2017

Uncertainty—economic or political—is supposed to breed pessimism. Yet, political uncertainty is greater than for many years, and business sentiment in the developed world is booming. Some indicators justify rising confidence, but, as Gabriel Stein argues, it is almost certainly excessive. (Source: Bloomberg)

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The Brexit Landscape / January 11, 2017

Gabriel Stein discusses how Brexit will likely unfold and the landscape as we expect to see it after the conclusion of the two years of negotiations. (Source: Bloomberg)

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LatAm’s Feeble Recovery / October 17, 2016

Latin America will grow at positive rates in 2017 for the first time since 2014; but the recovery will be largely driven by improvements in domestic demand in countries that are coming from recessions (Argentina and Brazil). Persisting vulnerabilities combined a sluggish global environment suggest the recovery will be feeble. Ariel also discusses the political trends in the region and the apparent shift away from populism (as opposed to the rest of the world). (Source: Bloomberg)

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