Economic Commentary

ECONOMY & POLICY May 30, 2023   With a debt ceiling agreement reached in principle, CIO Larry Adam looks at how this development – pending passage through the House and Senate – impacts his team’s respective market and economic views. To read the full article, see the Thoughts on the Market publication linked below. After weeks […]

ECONOMY & POLICY May 26, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. As markets and investors are waiting to hear the good news of a potential resolution to the debt ceiling issue, the U.S. economy has continued to plow ahead. The economy has paid little attention to the stress in financial […]

ECONOMY & POLICY May 19, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. The phrase “The dogs are barking Sancho, a sign that we are moving forward!” is used in Spanish to convey that if there is a lot of noise, it is because what we are doing is effective, and someone […]

ECONOMY & POLICY May 12, 2023   Chief Economist Eugenio J. Alemán discusses current economic conditions. This week’s inflation numbers were mostly positive and benign for the U.S. economy as well as for the Federal Reserve (Fed) and confirms our view that, at least for now, the Fed is done increasing interest rates for this […]