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
@sgodoyw.bsky.social
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.