Economic Commentary

Economy & Policy March 07, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. On March 4, 2025, the Trump administration imposed tariffs of 25% on Canada and Mexico and increased tariffs on Chinese imports to 20% from the previous 10% imposed earlier in the year. Retaliatory measures followed soon after as both Canada […]

Economy & Policy February 28, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. We understand that in the business world the word ‘monetization’ of a service a company provides has become one of the most important words as, if successful, this monetization increases the valuation of that company’s stock price. That is, this […]

Economy & Policy February 21, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Back in May of 2024, we wrote a weekly commentary called: “We Can’t Import Cheap Homes; But We Could Import Cheap EV Cars.” In that weekly we argued that since the U.S. auto industry, does not want to build small cars […]

Economy & Policy February 14, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Tariff concerns are not only affecting inflation expectations but also Americans’ consumption patterns. Americans went on a spending spree at the end of last year, probably trying to pull purchases ahead of potential tariffs while eating pulled pork and enjoying […]