Economic Commentary

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 […]

Economy & Policy February 10, 2025 While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile. The turn of the calendar to 2025 brought with it the end of the federal debt limit suspension. Congress is now on the clock to reach an agreement on raising the debt […]