Global Wealth Report 2024: Keys and Trends
The Global Wealth Report 2024, which analyzes the trends and dynamics impacting the global economy, is now available, and here are the highlights. Recovery since 2022 2023 marked a positive change in global wealth, recovering from a drop in 2022. Global wealth increased by 4.2% in USD terms, thanks to the EMEA (Europe, Middle East […]
Week from the 8th to the 12th 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%.
Decent hiring in June, although decelerating
The U.S. economy added 206,000 jobs in June. However, it was notable that the report revised down previous estimates of job creation in May and April. According to the consensus estimate, the economy was expected to add 190,000 jobs in June from the 272,000 originally reported in May, a figure that was adjusted to 218,000. […]
Week from the 1st to the 5th 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%.
Expectations for the 2Q24 earnings season
Corporate earnings season for the second quarter of the year will begin in two weeks, with several large banks such as JP Morgan, Citi and Wells Fargo reporting on July 12. Mega-cap technology companies will begin reporting later in the month, most notably NVDA, which will report through August 23. In this context, the consensus […]
Week from the 24th to the 28th of June
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%.
Catalysts for the second half of the year
As we approach the start of the second half of the year, we highlight the strong performance of the S&P 500, which has accumulated gains of approximately 15%. This performance primarily reflects optimism around artificial intelligence (AI), resilience in corporate earnings, and expectations of a potential Federal Reserve (FED) reference rate cut. Here are the […]
Week from the 17th to the 21st of June
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%.
Global central banks adjust their strategy
By the end of 2023, global central banks were poised to initiate significant interest rate cuts. However, as the year progresses, persistent inflation and economic resilience led to a reassessment of these expectations. In this context, we share some of the perspectives they recently conveyed to the markets. Federal Reserve (Fed): • Revised projections: Fed […]
Week from the 10th to the 14th of June
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%.
