Economic Update: Rates, Tariffs, and Growth
Week of February 17 to 21 Below are some key points that reflect the current economic landscape in different regions: These events and figures will be essential for understanding the current economic context and its possible repercussions. If you would like more information or wish to discuss how these factors might impact your investment strategies, […]
Key points on the Q4 2024 earnings season
The performance during the season has been encouraging, with corporate profits exceeding expectations. With more than 75% of S&P 500 companies having reported their results, earnings grew 11% year-over-year, surpassing expectations and marking the fastest pace in three years. Key data: • 76% of companies beat estimates, with an aggregate growth of 7%. • Excluding […]
Trump’s new tariffs and inflation data: Key impacts.
New tariffs, rising inflation, and Fed policies shape the global economic outlook. Week of February 10 to 14 President Trump announced a 25% tariff on steel and aluminum imports from several countries, including Mexico, Canada, and Brazil. Meanwhile, U.S. inflation rose 0.5% month-over-month in January and 3.0% year-over-year, exceeding expectations. Jerome Powell reaffirmed that the […]
U.S. inflation surprises in January: What does it mean for markets?
Core inflation rose to 3.3% year-over-year, with the shelter index as the largest contributor. The Consumer Price Index (CPI) increased 0.5% month-over-month in January, exceeding the 0.3% forecast. On an annual basis, headline inflation reached 3.0%, also above the 2.9% estimate. Key factors driving the increase: Core inflation (excluding food and energy) increased 0.4% month-over-month […]
Global economic perspectives: What you need to know this week
Global summary: U.S. employment, cuts in Mexico and Europe, and trade tensions. Week of February 3 to 7 This week’s global economic highlights: • United States: President Donald Trump temporarily suspended tariffs on Mexico and Canada, while the labor market shows signs of slowing down with 143,000 jobs created in January and an unemployment rate […]
DeepSeek and Its Impact on the Artificial Intelligence Market
DeepSeek is revolutionizing AI with a more efficient and accessible model, generating significant interest. The recent announcement of DeepSeek has captured the attention of the technology and financial industries, signaling a potential disruption in the artificial intelligence and semiconductor sectors. This efficiency has fueled its rapid adoption, accelerating downloads of its application. Below, we highlight […]
Economic perspectives: Key decisions and their global impacts.
The impact of central bank decisions and global economic performance in early 2025. Week of January 27 to 31 So far this year, global economies have shown mixed signals: We invite you to analyze this data and consider its implications for your financial and strategic decisions. If you’d like more information or a detailed analysis, […]
Monetary Policy: The Fed Pauses, but the Market Expects Cuts
The Federal Reserve holds its benchmark rate steady, but the market anticipates adjustments in 2025. As expected, the Federal Reserve (Fed) maintained its benchmark interest rate within the 4.25%-4.5% range. This decision marks a pause following three consecutive cuts since September 2024, totaling a one-percentage-point reduction. The Fed’s statement highlighted that economic activity continues to […]
Global outlook: Economy and politics under new leadership.
Global Analysis: Politics, economy, and key trends in international markets. Week of January 21 to 24 The week was marked by the inauguration of Donald Trump as the 47th President of the United States. He signed executive orders on immigration, energy, and security and announced the possibility of implementing a 25% tariff on products from […]
China: Solid growth, but with challenges in sight.
China exceeds growth expectations in 2024 but faces significant challenges. In 2024, China’s economy achieved a 5.0% growth rate, meeting the official target. However, this performance—its weakest since 1990, excluding the pandemic years—reflects an economy heavily reliant on fiscal and monetary stimulus. Key highlights include: Despite these figures, China’s economy continues to face significant pressures, […]
