About La Carpeta Negra

Versión en español aquí.

In La Carpeta Negra, we share information, opinions, and strategy on global markets: currencies, fixed income, stock markets, and alternative assets. We also report on the performance of our model portfolios. Most of this blog is bilingual.

This blog is complemented by Timón Económico, where (mostly in Spanish) we monitor global macro fundamentals.

Setting the agenda for both blogs and also being fed by their research is our bilingual Quarterly Outlook.

We translate our research and views into global macro asset allocation strategies. Learn more about our asset management services (Spanish). To request that an advisor contact you, write or call us at +52 (442) 2010-3847.