Economic Commentary

Economy & Policy May 16, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. We know that many shops are changing their view on economic activity due to the partial about-face regarding US-China tariffs, going from 145% to “just” 30%, but a 90-day window does not give comfort to either consumers or businesses. Our […]

Economy & Policy May 09, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. It is very difficult for the Federal Reserve (Fed) to have any conviction at this time on the timing of interest rate moves when all the numbers on the economy, with probably the exception of soft data but especially consumer […]

Economy & Policy May 02, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. The GDP report for the first quarter of the year showed a very engaged business sector as it rushed to try to minimize, as much as possible, the future impact of higher tariffs. Net exports of goods and services, which […]

Economy & Policy April 25, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. For all of those who follow our writings every week you know that we have fought hard to convince our readers, clients as well as advisors, that the preeminence of the US dollar is not in jeopardy (please refer to […]