Weekly Global Outlook
Week of June 1–5 Markets remain resilient despite inflationary pressures and global challenges The global economy continues to display mixed signals. While the United States remains supported by strong employment and economic activity, Europe faces rising inflationary pressures and Asia presents a contrast between recovering demand and slowing industrial activity. Investors remain focused on the […]
Rate Cuts: How Close Are We?
November 24–26 In a holiday-shortened week, U.S. labor data and inflation trends in Latin America took center stage. Expectations around the Federal Reserve’s next move are once again driving market sentiment. United States: Europe: Japan: China: Brazil: Mexico: “The thesis underlying everything, whether you’re an actively managed fund or a passive fund, is that the […]
Global Outlook: Mixed Signals in Inflation and Employment Amid Divided Fed Stances
Week: Week of November 11-15 Markets moved through a week of soft economic activity in the U.S. and mixed signals across global regions. Key developments included monetary policy adjustments, moderate growth figures, and relevant updates on inflation and employment. This backdrop underscores the importance of analyzing structural trends, not just short-term market moves. “We don’t […]
Perspectivas económicas: Decisiones clave y sus impactos globales.
Impacto de las decisiones de bancos centrales y el desempeño económico global en lo que va del 2025 Semana del 27 al 31 de enero En lo que va del año, las economías globales muestran señales mixtas: • Estados Unidos: La Fed mantuvo la tasa de referencia en 4.25%-4.5%, mientras el PIB del 4T24 creció […]
