Economic Commentary
When it comes to U.S. electricity demand, chatbots matter more than cars
ECONOMY & POLICY July 15, 2024 Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research. To read the full article, see the Investment Strategy Quarterly publication linked below. Whether or not you enjoy sitting in front of a computer and […]
Good June CPI print raises bets for rate cuts
ECONOMY & POLICY July 12, 2024 Chief Economist Eugenio J. Alemán discusses current economic conditions. The Consumer Price Index (CPI) was much better than expected in June, printing the first deflationary month for the index since July 2022 when it was -0.01%. June’s CPI was down by 0.1%, which took the year-over-year rate to […]
2024 election: Prepare for a sweep?
ECONOMY & POLICY July 11, 2024 Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025. To read the full article, see the Investment Strategy Quarterly publication linked below. With most of the focus of the 2024 elections on the rematch […]
Beyond demographics
ECONOMY & POLICY July 08, 2024 Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history. To read the full article, see the Investment Strategy Quarterly publication linked below. The global population has surpassed 8 billion and according to […]