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Economic Commentary

Employment and the risks of recession

ECONOMY & POLICY June 03, 2022   Chief Economist Eugenio J. Alemán discusses current economic conditions. We remain in the camp that the Federal Reserve (Fed) will be able to engineer a soft landing and will spare the economy from a recession. However, the strength of May’s employment report did not help our position. Total […]

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The Fed Still Has a Tough Road Ahead

ECONOMY & POLICY May 27, 2022   Chief Economist Eugenio J. Alemán discusses current economic conditions. Data released this week and last tend to confirm our suspicions that the housing market has peaked, and is going to continue to slow down. The Federal Reserve (Fed) campaign to increase interest rates to slow down economic activity […]

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The Fed and the housing market

ECONOMY & POLICY May 20, 2022   Chief Economist Eugenio J. Alemán discusses current economic conditions. The Federal Reserve Bank (Fed), the central bank of the United States, has a difficult task ahead. The most important objectives of the Fed are: “maximum employment, stable prices, and moderate long-term interest rates in the United States.” In […]

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Weekly market snapshot

ECONOMY AND POLICY May 06, 2022   Chief Economist Scott Brown discusses the latest market data. As expected, the Federal Open Market Committee raised the target range for the federal funds rate by 50 basis points (to 0.75-1.00%), indicated that it anticipates “ongoing increases” in rates at future policy meetings, and announced the start of […]

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