Market Updates

Markets & Investing January 29, 2025 The global economy will grow at a pace close to that achieved in 2024, notes European Strategist Professor Jeremy Batstone-Carr. To read the full article, see the Investment Strategy Quarterly publication linked below. The global economy will grow in 2025 – a high degree of conviction in a world mired […]

Economy & Policy January 13, 2025 Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: The key market-relevant policies of the Trump administration will be: Tariffs, […]

Economy & Policy January 10, 2025 Chief Economist Eugenio J. Alemán discusses current economic conditions. The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels. One of the data series showing this normalization trend has been job openings. […]

Economy & Policy January 08, 2025 Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates. To read the full article, see the Investment Strategy Quarterly publication linked below. The results of the 2024 US election, which concluded with a Republican sweep, ended months […]