Economic Commentary

ECONOMY & POLICY January 12, 2024   Chief Economist Eugenio J. Alemán discusses current economic conditions. We have read plenty of analysis on what the Federal Reserve (Fed) should do as it decides when to start lowering interest rates this year. Much of the analysis is well-intentioned as well as based on very good arguments. […]

ECONOMY & POLICY January 08, 2024   Chief Economist Eugenio Alemán and Economist Giampiero Fuentes examine the factors which will contribute to the U.S. economy’s path forward in 2024. To read the full article, see the Investment Strategy Quarterly publication linked below. Key Takeaways: Inflationary pressures continued to push lower during the third and fourth quarter of […]

ECONOMY & POLICY January 05, 2024   Chief Economist Eugenio J. Alemán discusses current economic conditions. The Federal Reserve (Fed) left the door so wide open after the end of the Federal Open Market Committee (FOMC) meeting in mid-December 2023, that markets have run ahead and have continued to push long-term rates lower since the […]

ECONOMY & POLICY December 29, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. The year 2023 will be remembered by economists and investors as 365 days of resiliency and defied expectations. This week’s Weekly Economics will dive into the U.S. economic landscape and summarize the major factors that shaped the nation’s economic […]