Market Corrections: Turning Challenges into Opportunities.
Let’s understand market corrections and why they happen. A market correction is defined as a decline of 5-10% in a bull market. Although these events may seem like a sudden storm, they are a natural part of market cycles. Corrections can be triggered by various factors, from geopolitical tensions to disappointing corporate reports. These adjustments […]
Weekly Summary: Highlights in Finance and Economics
Discover the most significant data and events that impacted the markets this week. Weekly Economic Summary Important Events Next Week: Monitor
Q2 2024 Analysis: Key Drivers of Corporate Profit Growth
With nearly 90% of the Q2 reports already submitted, we share the key takeaways of the season: EPS Growth: Uneven Performance: Despite an overall solid season, some indicators fell short of expectations. Regional Performance: Sector Results: Future Perspectives: S&P 500 Earnings Growth and S&P 500 Excluding the Magnificent 7 Source: JP Morgan
Economic update: What you need to know this week.
Summary of key economic events and top financial news of the week. Week’s highlights: Next week’s highlights: Monitor
Inflation on decline: Is a rate cut on the horizon?
The Consumer Price Index (CPI) increased by 0.2% in July, meeting expectations, following a slight decrease of 0.1% in June. This reduced the annual CPI rate to 2.9%, the lowest since March 2021. Excluding food and energy, the core CPI also increased by 0.2% monthly, with an annual rate of 3.2%, remaining within expectations and […]
Economic Update: What you need to know this week
Discover the most significant data and events that impacted the markets this week. Highlights of the Week: Important events for the netx week
Possible Rate Cut: Key factors
Macroeconomic Complexity and Possible Rate Cut in September Recently, the complexity of the macroeconomic environment has made it difficult for the Federal Reserve (Fed) to maintain stable inflation and full employment. The Fed faces a dilemma: waiting too long could weaken economic growth, while a premature rate cut could impact the progress in inflation. However, […]
Week from the 15th to the 19th of July
En Estados Unidos, la nómina no agrícola se incrementó en 253k empleos, rebasando la expectativa de 185k; mientras la tasa de desempleo bajó a un nuevo mínimo de 3.4%.
Markets in times of elections
With the November U.S. presidential election approaching, and with former President Trump leading in the polls while President Biden endorses Vice President Kamala Harris, a key question arises: how do elections affect markets and portfolio returns? Do elections matter in the long run? To answer this, let’s look at some historical data. Surprisingly, markets have […]
Week from the 15th to the 19th of July
En Estados Unidos, la nómina no agrícola se incrementó en 253k empleos, rebasando la expectativa de 185k; mientras la tasa de desempleo bajó a un nuevo mínimo de 3.4%.
