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Plotting the Course After an Awaited Data Surge

  • Ballestas Group
  • Jan 21
  • 1 min read

During the week, the United States combined trade policy announcements with a barrage of relevant economic data. On the political-trade front, the White House described the imposition of 25% tariffs on certain advanced semiconductors for national security reasons as "phase one," leaving the door open for further measures. At the same time, Donald Trump's administration applied a similar tax to some artificial intelligence chips, including products from Nvidia and AMD. Washington also signed a trade agreement with Taiwan that seeks to strengthen domestic semiconductor production, with investments of USD 250 billion and the construction of new plants in Arizona, in exchange for a reduction in tariffs on Taiwanese goods. We also note that Trump moderated his stance on Iran, which eased geopolitical tensions, caused oil prices to fall, and sustained risk appetite.


In terms of activity, the real estate sector showed strong signs. Existing home sales grew 5.1% month-on-month in December, reaching their highest level in almost three years, while new home sales remained close to two-year highs, exceeding market expectations. Consumption also contributed positively, with a 0.6% monthly rebound in retail sales in November, driven by a rebound in cars and strong year-end shopping.



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