Carlos Asilis

If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed read more

If an Iraq war scenario were to unfold in the early part of the year, it would probably be welcomed by the market. Especially once victory is attained, which I think it would.

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate read more

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

Whether retail money is going to rotate back into the market in a huge way is the key. My guess read more

Whether retail money is going to rotate back into the market in a huge way is the key. My guess is it's not going to happen.

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more read more

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.