Markets Diverge as Commodities and LatAm Signal 2026 Upside
1.While the Stockmarket is booming, Economic Confidence is glooming...
The bullish take:
-scope for more rate cuts
-room to move to the upside
-(and) better earnings for ex-tech?
2.What do Commodity prices and the Global Economy have in common?
Both have been on an improving path since the near-miss global recession scare in 2022/23.
AND
Both see a bright outlook in 2026
3.LatAm Equities Big Breakout
Are we on the cusp of a golden decade for Latin America?
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