Foresees one rate cut for the remainder of this year

Prior to the Federal Reserve (FED) announcement, it was reported that May’s inflation decelerated to 3.3% annually, compared to the expected 3.4% and the previous month’s rate. It is important to note that, on a monthly basis, inflation remained unchanged. Core inflation also improved, coming in at 3.4% annually compared to the expected 3.6% and […]

Week from the 3rd to the 7th 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%.

Initial impressions of the election results in Mexico

With an advance of approximately 95% of the votes counted, Claudia Sheinbaum Pardo, representing the ruling coalition (Morena, PT and Green Party), will be the first woman president in 200 years of independent life in the Mexican Republic. In this sense, it is noteworthy that her victory was overwhelming having counted ~59% of the votes, […]

Week from the 27th to the 31st of May

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%.

Consumption perspectives in the United States

The importance of the consumer within the U.S. economy cannot be underestimated, being the main engine of growth, accounting for ~70% of its Gross Domestic Product (GDP). For this reason, we present some perspectives because, so far, the consumer has shown resilience, supported by a strong labor market, excess savings in the wake of the […]

Week from the 20th to the 24th of May

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%.

Key takeaways from the 1Q24 corporate reporting season

Practically in the home stretch, with just over 90% of the S&P 500 sample having reported their numbers, below, we share some relevant takeaways and perspectives from the first quarter earnings season of the year. Market forecasts: Based on the above, the consensus estimates that the EPS of the S&P 500 for the whole of […]

Week from the 13th to the 17th of May

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%.

Inflation decelerates in April

The Consumer Price Index (CPI) posted a modest 0.3% increase in April 2024, following a slightly higher 0.4% increase in March, beating expectations that also anticipated a 0.4% increase. With this, the CPI climbed 3.4% annually from 3.5% in the previous month. On the other hand, core inflation excluding food and energy (Core CPI) continued […]

Week from the 6th to the 10th of May

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%.