According to BlackRock's Global Outlook Q4 2025 Update , the investor's mantra should still be pro-risk, albeit with precision and purpose. Markets are adjusting to a new environment characterized by higher long-term interest rates and trade dynamics induced by technological change through the rising influence of artificial intelligence. In this context, opportunities are still available, but selectivity is becoming more acute. At Ballestas Group, this forecast reinforces wha

The week left a mixed picture for the United States, with conflicting signals in the economy, a positive tone in corporate markets, and significant developments in politics and trade. On the economic front, concerns grew in the labor market after it was revealed that corporate layoffs reached their highest level in 22 years in October, with more than 153,000 job cuts linked to post-pandemic adjustments and increasing automation associated with advances in artificial intellige

The United States experienced a week full of economic, political, and market developments, with particular attention focused on trade relations with China, the Federal Reserve's monetary policy, the progress of the corporate earnings season, and the prolonged government shutdown. On the geopolitical front, the meeting between Donald Trump and Xi Jinping at the APEC summit in Busan concluded with a one-year extension of the trade truce between the two countries. The agreement

The week in the United States was marked by an intense economic, trade, and political agenda with global impact. On the diplomatic front, Washington and Canberra signed an $8.5 billion strategic agreement focused on the supply of critical minerals, especially rare earths, to reduce dependence on China in the technology and defense sectors. In addition, the White House confirmed that President Trump will meet with his Chinese counterpart Xi Jinping during the upcoming APEC sum

During the week, US markets were influenced by rising geopolitical tensions, fiscal uncertainty, and the initial progress of the corporate earnings season. However, the week closed with the main S&P and Nasdaq stock indices rising by 1.71% and 2.41%. President Donald Trump toughened his rhetoric toward China, warning of a possible "trade war" and threatening to impose 100% tariffs on Chinese exports starting November 1. However, in a subsequent interview, he described these t

McKinsey has released its Global Energy Perspective 2025 , and the central message is unmistakable: the world is not on track for 1. 5°C. Even under the most optimistic scenario, global warming is projected to reach 1.9°C by 2100 , meaning that current decarbonization commitments are not sufficient. The report stands as one of the most influential global energy forecasts—alongside the IEA’s World Energy Outlook  and BP’s Energy Outlook —providing a comprehensive view of deman

The week in the United States was dominated by renewed trade tensions, mixed signals on monetary policy, and growing political uncertainty due to the federal government shutdown. On the economic front, President Donald Trump threatened a "massive increase in tariffs" on Chinese imports in response to Beijing's plans to restrict rare earth exports and suggested he might cancel his upcoming meeting with President Xi Jinping. The statements reignited fears of a new trade war and

Two weeks ago, the White House hosted a landmark meeting that could reshape the trajectory of U.S. technology policy and long-term...

The week in the United States was marked by a complex interplay between political tensions, signs of an economic slowdown, and surprising...

The week in the United States was dominated by a series of economic, market, and political news stories that paint a complex picture as...

The week in the United States was marked by a shift in monetary policy, mixed economic data, and high-profile diplomatic moves. The...

This week, the focus was on the labor market, where weekly unemployment claims rose to 263,000, the highest level since October 2021....

The US economy ended August with mixed signals, reflecting resilience in services, weakness in industry, and a cooling labor market. The...

The week in the United States was marked by a combination of economic, market, and political news reflecting a dynamic and uncertain...

The Fed left open the possibility of a rate cut in September, with Jerome Powell warning of a deterioration in the labor market following...

President Donald Trump extended the tariff truce with China for 90 days through an executive order, maintaining the current tariffs of...

President Donald Trump said that the US and China are "very close" to extending their trade truce, which has helped slow the escalation...

Donald Trump signed an executive order imposing new tariffs of up to 50% on dozens of countries, which will take effect at 12:01 a.m. on...

It was an intense week in the United States, marked by a series of relevant economic news reflecting an uneven economic expansion. The...

In the monetary sphere, tensions persist over the relationship between President Donald Trump and the Federal Reserve. Conflicting...