North America
Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
Research
Exclusive The Devils in the Details
The collapse of the US-Iran MoU in early July led to escalation and higher crude prices.
Research
Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat
Despite scorching heat in the Northern Hemisphere, July has been far from a dull month.
Podcast
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Research
Liquid Assets: My favorite things
New drinks aplenty and trends always changing, Exploring culture, with the drinks we are raising Asking a stranger, “Why did you order that thing?” These are a few of my
Podcast
All talk and no hike
Today’s FOMC meeting was all talk and no action.
Research