Resilience with Caution: Powell and Inflation Data Redraw Market Expectations
The U.S. economy continues to show resilience, but mixed signals keep the market on edge. In a speech in Dallas, Federal Reserve Chairman...
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Ballestas Group
Nov 111 min read
Market Surge Amid Trump’s Return: Economic Growth Agenda Sparks Investor Optimism, But International Trade Uncertainty Looms
This week, U.S. economic and political news has been dominated by Donald Trump's victory. Former President Trump has returned to the...
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Ballestas Group
Nov 41 min read
Solid Economic Growth with Signs of Cooling: Navigating GDP Gains, Inflation Slowdown, and Labor Market Challenges
Economic growth was solid in the third quarter, with GDP growth of 2.8%, driven mainly by personal consumption. However, a drop in net...
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Ballestas Group
Oct 281 min read
2024 Market Watch: Shifts, Surprises & Signals
Financial markets are in a time of adjustment, driven by expectations of a possible Donald Trump victory and a “Republican sweep” in...
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Ballestas Group
Oct 211 min read
Resilient Retail Sales Boost GDP Outlook Amid Fed Caution and Rising Credit Concerns
On the economic front, September retail sales beat expectations, rising 0.4%, compared to a slight 0.1% increase in August. Core sales,...
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Ballestas Group
Oct 141 min read
Fed Grows Cautious as Strong Economy Dampens Hopes of Rate Cut Amid Persistent Inflation and Rising Deficit
Markets have adjusted their expectations for future Fed rate cuts following the release of strong economic data. Prior to the September...
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Ballestas Group
Oct 71 min read
US Labor Market Stuns with 254K Jobs in September, Fed Holds Off on Rate Cuts as Economic Momentum Surges
The labor market showed great strength with an increase of 254,000 jobs in the month of September, far exceeding market expectations of...
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Ballestas Group
Sep 301 min read
Fed Flexibility, Market Movements, and Political Shifts: A Comprehensive Look at U.S. Economic Trends This Week
This week has been marked by important economic and political events in the United States, highlighting the key role of the Federal...
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Ballestas Group
Sep 231 min read
Powell Surprises: Fed Initiates Cutting Cycle, Fuels Market Optimism
Finally, after four years, the Federal Reserve began its rate reduction cycle and did so with a 50 basis point cut, pleasantly surprising...
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Ballestas Group
Sep 161 min read
Inflation Eases, Confidence Rises: Harris Leads Trump as Boeing Strike Threatens Economic Turbulence”
August CPI and Producer Price Index (PPI) inflation data were in line with expectations, with headline CPI inflation falling to 2.5%...
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Ballestas Group
Sep 91 min read
Labor Cooling and Wall Street Downturns: The U.S. Economy Feels the Impact.
Although the unemployment rate stood at 4.2% in August, a slight drop from the previous month, the fact is that data released Friday by...
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Ballestas Group
Sep 31 min read
Steady Prices, Shifting Markets: Fed's Rate Cut on the Horizon Amid Economic Recalibrations
The underlying personal consumption expenditures price index remained stable in July at 2.6% and in line with economists' forecasts....
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Ballestas Group
Aug 262 min read
"FOMC Signals Rate Cuts on the Horizon Amid Market Shifts and Economic Surprises"
Minutes from the FOMC's July meeting, released Wednesday, helped set the stage for Powell's strong signal on Friday that the time has...
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Ballestas Group
Aug 191 min read
Market Rebound: Renewed Hope for a Soft Landing Amid Inflation Easing and Solid Retail Gains
Two weeks after weaker-than-anticipated employment data caused market turbulence, a series of encouraging economic reports have renewed...
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Ballestas Group
Aug 121 min read
Economic Rebound: ISM Surge, Lower Jobless Claims, and Strong Earnings Fuel Market Optimism
Monday's ISM non-manufacturing services index was released, which returned to expansionary territory in July after a contraction in June....
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Ballestas Group
Aug 51 min read
Market Jitters Intensify: Weak Economic Data and Corporate Results Shake Investor Confidence Amid Rising Geopolitical Tensions
This week's economic data has increased investors' concerns about the health of the world's leading economy and whether they will indeed...
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Ballestas Group
Jul 291 min read
Q2 Surge: U.S. Economy Outpaces Expectations, Eyes on Fed's Next Move
In the second quarter of the year, the U.S. economy grew at a rate of 2.8%, considerably above the estimated 2.0% and substantially...
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Ballestas Group
Jul 221 min read
Retail Sales Surge in Core Categories Boosts GDP Forecasts; Democratic Leaders Urge Biden to Step Down Amid Rising Tensions
While overall retail sales were unchanged in June, excluding the volatile components of food, gasoline, automobiles and building...
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Ballestas Group
Jul 151 min read
Powell's Testimony Highlights: Labor Market Cooling, Rate Cut Hints, and Commercial Real Estate Risks
Federal Reserve Chairman Jerome Powell testified on Capitol Hill on Tuesday and Wednesday of this week, where he acknowledged that the...
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Ballestas Group
Jul 81 min read
Powell Predicts Inflation Easing as Supreme Court Shields Trump in Official Acts and Biden Faces Political Turmoil Amid Weak PMI Data
At the ECB's Annual Forum in Sintra, Portugal, Federal Reserve Chairman Jerome Powell said that prices appear to be resuming a...
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