Macroeconomic indicators are experiencing volatility once again, and doubts are plaguing the markets, as multiple crucial parameters for risk management decisions present somewhat conflicting signals. Today, we are sharing the video of the presentation and the supporting document, in which our economists outline and substantiate our strategic positioning for the future in the global and local economy, financial markets, and real estate sector. Our analysis delves into the weakening of recent data, the evolving factors impacting inflation, the valuation of stock markets and high-yield credit, as well as the degree of overheating observed in international and local real estate markets.