Economic Commentary
Equity markets reaction to election: Strong.
Economy & Policy November 08, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. Equity markets have reacted very positively to the presidential election as probably many assume that a new Trump administration will be more lenient in terms of regulation than a Democratic administration while the potential of tariffs could benefit domestic companies’ […]
Oh, no, a three-handed economist
Economy & Policy November 01, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. As you know, economists are normally criticized and accused of being ‘two-handed.’ This is because when we talk, we typically say, “on the one hand, and on the other hand.” Many argue that we are hedging our bets and […]
It would be relatively easy to fix our fiscal mess: In search of political leadership
Economy & Policy October 25, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. Talking and exchanging communication with advisors and clients over the last several years has shown that many of them are concerned about the fiscal path of this country and the consequences it is having on our debt. Most of […]
An updated look at the 2024 Election
Economy & Policy October 24, 2024 With the election in its closing stretch, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of the presidential and congressional races. To read the full analysis, see the Washington Policy report linked below. Elections tend to break towards one candidate in the closing days, […]