Economic Commentary

Economy & Policy December 06, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. We have started to hear that inflation is no longer top of mind for US consumers and businesses going into 2025. Americans remain concerned with the level of prices, that is, with the fact that prices today are much higher […]

Economy & Policy November 15, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. The Federal Reserve (Fed) Chairman seems to be happy with the market’s new wisdom regarding the path of interest rates going forward. At a presentation on November 14, he said that the Fed is not in any hurry to reduce […]

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’ […]

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 […]