Understanding Market Corrections – What You Need to Know
A straightforward look at how market corrections happen, what causes them, and how to stay on track when they do. Making Sense of Market Corrections A market correction is a drop of about 10% to 20% from a recent high—and they’re more common than many realize. Historically, the S&P 500 experiences a correction every 18 […]
Global perspectives: Central banks in the spotlight.
From the U.S. to Brazil, central banks have taken a cautious and more conservative stance. Investors remain focused on monetary policy perspectives. Week of March 17 to 21 Investors are closely watching developments in monetary policy. Here are the key events: Signals remain mixed: while some central banks pause adjustments, trade and consumption continue to […]
Rate Cuts in Sight: The Fed Adjusts Economic Forecasts
The Fed keeps rates at 4.25%-4.5% but revises growth and inflation projections. March Monetary Policy Announcement The Federal Reserve decided to keep its benchmark rate at 4.25%-4.5%, in line with expectations. However, its message was more cautious, as it lowered its growth forecast and raised its inflation estimate for 2025. Key Points: Markets will closely […]
Market Outlook and Strategy
March 2025 The beginning of 2025 has been marked by market volatility, driven by expectations of smaller benchmark rate cuts and the economic impact of the trade war under President Trump’s new administration. We share a summary of the key movements: Market performance In the U.S., the S&P 500 and Nasdaq are down 4% and […]
New economic outlook: Inflation, tariffs, and key market changes
Inflation, tariffs, and leadership changes have shaped the global economic agenda in recent weeks. Policy shifts, inflation, and trade regulations remain in the market spotlight. Week of March 10–14 Markets continue to monitor changes in economic policy, inflation, and trade restrictions across various countries. Here are the key events: Market volatility continues to shape financial […]
Inflation eases in February
U.S. inflation slowed in February as markets await the Fed’s next move. In February, U.S. inflation showed signs of slowing. The Consumer Price Index (CPI) rose 0.2%, bringing the annual rate down to 2.8%, lower than January’s 0.5% increase. Market implications: The Federal Reserve is closely monitoring inflation and the new 25% tariffs on aluminum […]
Key Market Movements: Inflation, Tariffs, and More
Tariffs, inflation, and interest rates continue to shape the global economy. Key market movements: Inflation, Tariffs, and More. Week of March 3rd to 7th Global markets are experiencing significant shifts in monetary policies, employment, and international trade. Below is a summary of the most relevant developments: We will continue to monitor these events and their […]
Key Takeaways from Warren Buffett’s 2024 letter
Buffett highlights Berkshire’s performance, liquidity strategy, and growth in Japan. Warren Buffett’s highly anticipated annual letter is here, and as always, there’s plenty to analyze. In 2024, Berkshire Hathaway reported an operating profit of US$47 billion, a 27% increase despite more than half of its businesses experiencing a decline in earnings. Buffett expressed optimism about […]
Markets in motion: Inflation, tariffs, and elections
Key data of the week: inflation, economic growth, trade policies, and political developments worldwide. Key global events – Week of February 24 to 2 This week, markets focused on inflation, economic growth, and trade policies. Here are the key developments across regions: We’ll continue to monitor these developments and their impact on the markets. Important […]
What are tariffs and how do they work?
Tariffs are on investors’ radar due to their impact on the economy and markets. Now more than ever, tariffs are a key topic in the global economy. Not only do they affect inflation and corporate profitability, but they have also become tools for political negotiation. Since his campaign and now in his administration, Donald Trump […]
