@sgodoyw.bsky.social

The milder Trump Tariff War III against the world has already begun with its first battles: Brazil and Canada. More battles are on the way. Stay tuned

Given that Governor Waller’s comments have increasingly become relevant for financial markets, it is now possible to claim that President Trump has appointed two chairmen: the official one and the shadow one

I think the Fed’s communication force is very interesting: a Brazilian legendary hedge fund manager and former central bank governor, who managed a successful currency devaluation in 1999, and a famous former BOE governor during the 2008-09 GFC make an interesting and intriguing pair

I'm thrilled to share that I've been ranked as the third-best exchange rate forecaster for Chile by FocusEconomics in their 2026 Analyst Forecast Awards.

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