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Resilient Growth and Strategic Diplomacy Drive Markets
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
Ballestas Group
44 minutes ago1 min read
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Earnings Remain Strong as Policy and Trade Evolve
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
Ballestas Group
Oct 201 min read
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Gold Shines, AI Advances, and Central Banks Steady the Course
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
Ballestas Group
Oct 141 min read
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Markets Hold Steady through Policy Shifts and Government Shutdown
The week in the United States was marked by a complex interplay between political tensions, signs of an economic slowdown, and surprising...
Ballestas Group
Oct 81 min read
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Resilient Consumption and Housing Strength Highlight the Week
The week in the United States was dominated by a series of economic, market, and political news stories that paint a complex picture as...
Ballestas Group
Sep 292 min read
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Markets React to Fed’s First Rate Cut Since 2024
The week in the United States was marked by a shift in monetary policy, mixed economic data, and high-profile diplomatic moves. The...
Ballestas Group
Sep 242 min read
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Rate Cut Expectations Rise as U.S. Data Softens
This week, the focus was on the labor market, where weekly unemployment claims rose to 263,000, the highest level since October 2021....
Ballestas Group
Sep 151 min read
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GDP Surprises, Trump Tensions, and Corporate Wins
The week in the United States was marked by a combination of economic, market, and political news reflecting a dynamic and uncertain...
Ballestas Group
Sep 21 min read
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From Rate Cuts to Trade Deals - A Week of Shifting Dynamics
The Fed left open the possibility of a rate cut in September, with Jerome Powell warning of a deterioration in the labor market following...
Ballestas Group
Aug 251 min read
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Expansion with Caution - What Moved Markets This Week
President Donald Trump extended the tariff truce with China for 90 days through an executive order, maintaining the current tariffs of...
Ballestas Group
Aug 182 min read
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Calm Seas, Steady Gains - Markets Navigate Trade Currents
President Donald Trump said that the US and China are "very close" to extending their trade truce, which has helped slow the escalation...
Ballestas Group
Aug 111 min read
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Economic Surprises and Political Moves Shape the Week
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...
Ballestas Group
Aug 41 min read
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Growth Uneven, Confidence Rising
It was an intense week in the United States, marked by a series of relevant economic news reflecting an uneven economic expansion. The...
Ballestas Group
Jul 281 min read
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Central Banks in Focus as Growth Signals Diverge
In the monetary sphere, tensions persist over the relationship between President Donald Trump and the Federal Reserve. Conflicting...
Ballestas Group
Jul 211 min read
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Smooth Sailing to Record Highs - Markets Buoyed by Trade Wins & Rate Cut Hopes
U.S. stocks rose to record highs on Friday, capping a remarkable recovery from April's slide, buoyed by optimism over trade deals and...
Ballestas Group
Jun 301 min read
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Geopolitical Shockwaves and Economic Signals
The main U.S. stock indexes closed the week mixed, affected by the Federal Reserve's decision and the escalation of tensions in the...
Ballestas Group
Jun 231 min read
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A Week of Two Tides - Economic Relief and Rising Global Tensions
The week closed with a heavy news load in the economic, political and geopolitical spheres, generating direct impacts on the financial...
Ballestas Group
Jun 162 min read
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Resilient Markets Amongst Political Currents and Economic Drift
This week was marked by mixed labor market figures, political tensions and signs of economic slowdown, all in a context of growing...
Ballestas Group
Jun 92 min read
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Anchored in Strength - U.S. Markets Rebound Amid Global Progress
Despite being a short week due to the Memorial Day holiday on Monday, the U.S. faced an intense flow of economic, business and political...
Ballestas Group
Jun 21 min read
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The Sail Through Short-Term Volatility - Gold Rallies, Growth Indicators Remain Positive
This week, the United States experienced an intense combination of economic announcements, market turbulence and key political moves that...
Ballestas Group
May 271 min read
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