Weekly Global Outlook
Week of October 19-23 Corporate earnings and inflation in Europe and Japan keep markets focused. The quarterly earnings season generated volatility, with AI and valuations at the center of the debate. Meanwhile, inflation picked up in Europe and Japan, and Brazil prepares for its presidential runoff. United States With 24% of the S&P 500 reporting, […]
AI
Solid fundamentals, but risks to watch. Earnings support the boom, though financing and data centers are key Valuations, earnings, and rates will define AI’s next chapter. The debate over whether AI is a bubble remains open. Capital Group notes that, unlike the dot-com era, earnings at the large AI-exposed companies have grown faster than their […]
Weekly Global Outlook
Week of October 12–16 U.S. inflation weighs on markets, while corporate earnings and economic data send mixed signals. Markets faced a volatile week as U.S. inflation accelerated and expectations of higher interest rates increased. As the corporate earnings season gets underway, the global economy continues to show diverging trends. Estados Unidos Annual inflation rose to […]
Quarterly Earnings
The Earnings Season Kicks Off With High Expectations. Analysts are revising estimates upward, which is uncommon ahead of reporting S&P 500 earnings are expected to grow close to 30%. The third-quarter earnings season begins with elevated expectations. FactSet projects that S&P 500 earnings will grow 29.6% year over year and revenues 12.4%, which would mark […]
Weekly Global Outlook
Week of September 28 to October 2 Slower U.S. job growth and mixed economic signals marked the end of the quarter. Markets ended the week focused on interest rates and new signals about global growth. U.S. job growth lost momentum, while Europe faced inflationary pressures and Asia delivered mixed economic data. United States The economy […]
All-Time Highs
History shows that new highs do not necessarily signal an upcoming correction. Market Records Are Also Part of Long-Term Growth All-time highs have been common during bull markets. Seeing the market at all-time highs can create caution, but history offers a different perspective. Since 1957, the S&P 500 has closed at a new […]
Weekly Global Outlook
Week of September 21–25 Higher rates and mixed activity signals keep central banks and global growth in focus. Markets experienced increased volatility as bond yields moved higher. While central banks assess their next steps, global economic activity continues to send mixed signals. United States Treasury yields reached multi-decade highs amid expectations for […]
Mexico Business News | The Founder Trap: The Questions You Haven’t Asked
By Leon Harari | A family can keep control of a business for generations. History has proven that.
Mexico Business News | Decentralizing Mexico Wealth
The conversation about Mexican wealth tends to gravitate toward Mexico City. It is an old habit. The financial press is concentrated here. The major banks set their strategy from here. Most of the foreign correspondents who write about Mexican capital do so from this zip code. And yet almost none of the country’s serious patrimonial […]
