Blogs

Traders are eyeing short-term opportunities in China-related trades following Beijing's latest stimulus measures. While AUDUSD is often seen as a proxy for China and commodities, Quant Insight's analysis reveals that simple correlations between the Aussie Dollar and copper can be misleading.

In this blog, we explore how economists should incorporate geopolitical risks for investors into their policy and investment advice. It's a complex but crucial subject, with far-reaching implications for long-term economic and market outcomes.

Japan has been undergoing a major overhaul of its financial system, with the overarching goal of increasing household wealth. In this post we will try to simplify the numerous phrases and terms used by the outgoing Kishida Administration, and their interactions with each other. The goal of becoming an “Asset Management Center” seemed central to the overhaul, and so far, efforts appear to be succeeding. This overview should help readers understand any upcoming changes by the next administration.

The Quant Insight (Qi) model provides real-time macroeconomic insights, helping investors navigate market volatility by flagging early warning signs and guiding better investment decisions.

In this blog Carlos Serrano, Chief Economist, BBVA Mexico explores the main themes influencing Mexico's economy, including the benefits of nearshoring, economic deceleration, fiscal challenges and political uncertainties.

In this blog Sébastien McMahon, Chief Strategist, Senior Economist & VP, Asset Allocation & Portfolio Manager, iA Global Asset Management delves into the key themes driving the Canadian economy today, and further examines the interest rate policies, household debt dynamics and economic diversification.