U.S. Inflation Inches Up; Markets Eye Impact of Upcoming Tariffs
June Inflation: Mixed Signals and Tariff Watch The June inflation report in the U.S. showed a modest monthly uptick, while underlying price pressures remain contained. The Consumer Price Index (CPI) rose 0.3% in line with expectations, while the annual rate increased to 2.7%, just above the 2.6% forecast. Core inflation rose 0.2% month-over-month and 2.9% […]
A new round of tariffs and mixed inflation signals shape the global economic agenda.
Week of July 7–11 Markets focus on trade decisions and mixed growth signals Amid a week marked by trade tensions and uneven economic data, here are the key highlights investors will be closely monitoring: • United States President Trump announced a 25% tariff on products from Japan and South Korea, effective August 1. For Canada, the […]
“One Big Beautiful Bill Act”: Key Changes and Potential Impact
Congress has approved President Trump’s fiscal package, officially named the “One Big Beautiful Bill Act” (OBBBA). The proposal includes bold tax adjustments that could significantly impact both economic growth and the country’s fiscal stability. Here are the main highlights: Taxes and Deductions Cuts to Social Programs Other Measures Market Implications: The approval of this fiscal […]
Solid employment, tax reform, and new trade deals dominate the global agenda.
Week of June 30 – July 3 A short week marked by new trade agreements and mixed economic data across major markets. Robust employment, tax reform, and mixed global signals Here are the most relevant developments from the international scene this week: • United States • Europe • China • Brazil • Mexico “An investment in […]
2Q25: Slower Earnings Growth and Margin Pressure for the S&P 500
After the S&P 500 hit new highs, the focus is now on Q2 earnings season. Here are the key takeaways: Market takeaway: Earnings growth is cooling and margins are feeling the squeeze. Still, lower expectations could leave room for upside surprises. Source: Goldman Sachs
Geopolitical Easing and Mixed Global Growth Signals
Rate cut in Mexico, potential stimulus in China, and caution from the US defined the week. Week of June 23–27 Investors closely watching monetary policy, oil prices, and inflation. A week marked by rate adjustments, mixed economic signals, and easing geopolitical tensions This week brought key developments in monetary policy, economic growth, and geopolitics. Here’s […]
Middle East Tensions Raise Risks – But Oversupply Could Keep Prices in Check
Geopolitical Tensions on the Rise: What’s the Impact on Oil Markets? A ceasefire was recently reached between Israel and Iran, yet tensions flared again after the U.S. launched airstrikes on Iranian nuclear sites. In response, Iran threatened to close the Strait of Hormuz—a key passage for global oil shipments. Here are three key points to […]
Fed holds rates steady, Middle East tensions rise, and global growth signals remain mixed
Economic Radar Week of June 16–20 A week of contrasts: mixed signals across growth, interest rates, and geopolitics This week was shaped by key central bank decisions, contrasting economic indicators, and renewed geopolitical tensions. Below is a summary of the most relevant developments by region: In a highly uncertain environment, discipline and analysis remain the […]
The Fed holds rates steady and keeps rate-cut outlook, but revises growth down.
Fed sticks with rate cut outlook, but lowers growth forecast. As expected, the Federal Reserve kept its interest rate unchanged at 4.25%-4.50%. While uncertainty has eased somewhat, the Fed emphasized that lingering risks still call for a cautious approach. The latest dot plot shows that expectations for two rate cuts in 2025 remain. However, seven members of […]
Mixed trends in inflation and growth
Week of June 9–13 Mixed inflation data, downward growth revisions, and easing trade tensions between China and the U.S. set the tone for the week’s global economic narrative. Here’s a brief summary of the most relevant developments across major economies in recent days: Investing wisely isn’t about timing the market, but about staying informed, diversified, and […]
