Global Research and Market Insights
May 18, 2025
Must Read Research: To anticipate is to win quietly
To anticipate is to win quietly. This week we share insights from BofA’s Industrials, Transportation & Airlines conference, and company reactions to last week’s tariff reduction. We also explore the promising momentum in LatAm markets, examine the subtle stress building in Consumer Finance, and highlight how forward-thinking investors can strategically approach luxury stocks following their recent rally.
Also featuring commentary from Global Economic Weekly
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