Economic Commentary

Economy & Policy July 26, 2024   Chief Economist Eugenio J. Alemán discusses current economic conditions. The Federal Reserve (Fed) doesn’t like to spook markets, that is the reason why it has crafted its communication on monetary policy to give indications way in advance and nothing has been pointing to a change of heart that […]

MARKETS & INVESTING July 22, 2024   Managing Director, Washington Policy Analyst Ed Mills and team look at the potential path forward for the Democratic party following President Biden’s decision to drop out of the 2024 race. While President Joseph Biden’s decision on July 21 not to seek reelection will reverberate through the Democratic party […]

ECONOMY & POLICY July 19, 2024   Chief Economist Eugenio J. Alemán discusses current economic conditions. As we start the second half of the year and as we approach next week’s release of the preliminary report on real GDP for the second quarter of the year, we continue to expect second-half economic growth as well […]

ECONOMY & POLICY July 15, 2024   Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research. To read the full article, see the Investment Strategy Quarterly publication linked below. Whether or not you enjoy sitting in front of a computer and […]