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Economic Commentary

Is China’s economy in bad shape?

ECONOMY & POLICY September 08, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. There has been lots of speculation lately regarding China’s economic “decline” or potential economic “perils,” so much so that newspaper articles about the coming demise of China’s miracle economic growth over the previous decades continue to take (our) time […]

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Changes to our forecast: Reasons behind our decision

ECONOMY & POLICY September 01, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. Last week we changed our economic forecast because the economy has remained stronger than we expected. We delayed the start of the recession to the first quarter of 2024 rather than the last quarter of 2023. There were several […]

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Student loan repayment: What should we expect?

ECONOMY & POLICY August 18, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. We have heard lots of commentary on the student loan repayment issues facing almost 44.5 million Americans. Some of these commentaries are correct but there are others that miss the mark. Let’s try to clarify some of these issues […]

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