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Ballestas Group
2 days ago1 min read
Markets on Edge: Trade Wars, Tax Plans & Global Economic Shifts
This week was marked by uncertainty in the markets, mixed employment data and new tax proposals from President Donald Trump. On Monday,...
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Ballestas Group
Jan 271 min read
From Trade Fairs to Tariffs: The Impact of Trump's Presidential Inauguration on Markets and Trade
This week was marked by Monday's holiday in commemoration of Martin Luther King Jr.'s birthday, which reduced market activity. However,...
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Ballestas Group
Jan 201 min read
Moderate Inflation and Improved U.S.-China Relations Boost U.S. Indices
The main North American indices closed the week with positive returns, driven by more moderate inflation data in the United States, along...
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Ballestas Group
Jan 131 min read
Economic Surprises: Firm Employment and Inflationary Pressures in the USA
This was a short week in the stock markets, Thursday was a national holiday due to the funeral of former President Jimmy Carter, but it...
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Ballestas Group
Jan 61 min read
Wall Street Awakens to 2025 with Optimism and Caution
December is over and Santa Claus seems not to have made his stellar appearance on Wall Street as we did not see his well-known Santa...
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Ballestas Group
Dec 27, 20241 min read
Job Surprise: A Firm US Year-End with Implications for the Fed
The last week of the year in the United States has been marked by limited economic and market activity due to the Christmas holidays,...
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Ballestas Group
Dec 13, 20241 min read
Mixed Markets: Inflation, Business Confidence and Political Expectations Mark the Week
This week, the United States showed a mixed economic and political picture, with progress on some fronts and warning signs on others....
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Ballestas Group
Dec 9, 20241 min read
Strong Labor Market Drives Rate Cut Expectations: November Surprises with 227,000 New Jobs
U.S. nonfarm payrolls posted solid growth of 227,000 jobs in November, far outpacing the 36,000 jobs added in October, when hurricanes...
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Ballestas Group
Nov 29, 20241 min read
Inflation Stagnant and Fed Gradual on Key Thanksgiving Week
This week, despite the market being closed on Thursday for the Thanksgiving holiday, the U.S. has seen a number of key events, with mixed...
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Ballestas Group
Nov 18, 20241 min read
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 11, 20241 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 4, 20241 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 28, 20241 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 21, 20241 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 14, 20241 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 7, 20241 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 30, 20241 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 23, 20241 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 16, 20241 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 9, 20241 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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