Japan ends era of negative interest rates
Setting itself apart from other developed country central banks, the Bank of Japan (BoJ) decided to raise the short-term interest rate from -0.1% to a range of 0.0% – 0.1% in recent weeks. This move ended a 17-year era of negative interest rates, a situation unprecedented in recent history. Additionally, it ended its control of […]
Week from the 25th to the 28th of March
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 1Q24 corporate reports
Quarterly earnings season will begin in the coming weeks. The most recent report indicates that the analyst consensus anticipates annual earnings growth for the S&P 500 of 3.4% (YoY) for the first quarter of the year. If confirmed, this could mark the third consecutive quarter of YoY earnings growth for companies. However, this estimate is […]
Week from the 18th to the 22nd of March 2024
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%.
Expectation of 3 cutbacks for this year still latent
The Federal Reserve (FED) made the unanimous and widely anticipated market decision to once again leave the target range for the federal funds rate unchanged at 5.25% – 5.50%, its highest level in the last 22 years. Since July 2023, the FED has not changed the target range. This decision comes in the context of […]
Week from the 11th to the 15th of March
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%.
How has the Federal Reserve acted on election years?
With monetary policy generating much anticipation in the macroeconomic and financial outlook for this year, it is inevitable that investors will wonder how the presidential election might influence the Federal Open Market Committee (FOMC). Historically, the Federal Reserve (Fed) has not stood on the sidelines during election years but has continued to pursue its dual […]
Week from the 4th to the 8th of March
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 Monitor of Inflation: persistent at 3%
According to JP Morgan’s monitoring, both headline and core global inflation, excluding China and Turkey (where China is experiencing deflation and Turkey has a double-digit inflation rate), increased slightly by 0.3% on a monthly basis in January. While their annual variations continued to decline, headline inflation rebounded to 2.6% in the last three months up […]
Week from the 26th of February to the 1st of March
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%.
