Economic Commentary

Markets & Investing March 19, 2025 Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025. With tariff hikes and policy uncertainty causing waves of volatility to run through the markets in March, attention turned to the March 18-19 Federal […]

Economy & Policy March 14, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. Markets have been overwhelmed lately by the administration’s fast-paced and, many times, highly uncertain tariff measures. So much so, that nobody seems to have realized that recent inflation numbers have come in better than expected, and the prospects for more […]

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 […]