Daily Brief | July 15 2025

Top News ·     In the United States, CPI inflation in June exceeded consensus expectations. ·     Annual inflation in Canada stood at 1.9% year-on-year in June, in line with market consensus expectations. At the national level, pressures are beginning to be seen in the automotive, clothing, and footwear sectors. ·     China’s gross domestic product grew by 5.2% in the

[ Read More ]

El Día en Minutos | 15 de julio de 2025

El Top ·     En Estados Unidos la inflación CPI del mes de junio superó las expectativas del consenso. ·     La inflación anual en Canadá se colocó en 1.9% a/a en junio, en línea con las expectativas del consenso del mercado. A su interior comienzan a observarse presiones en autos, ropa y calzado. ·     El producto interno bruto de

[ Read More ]

Daily Brief | July 14 2025

Top News ·     In China, exports once again surprised to the upside in June. ·     President Donald Trump announced a 30% tariff on all Mexican imports starting August 1. This measure will be in addition to the existing 25% tariffs on autos, steel, aluminum, and shipments outside the USMCA framework. ·     South Korea and the European Union are

[ Read More ]

El Día en Minutos | 14 de julio de 2025

El Top ·     En China, las exportaciones volvieron a sorprender al alza en junio. ·     Donald Trump anunció un arancel del 30% a todas las importaciones mexicanas a partir del 1° de agosto. Esta medida será adicional a las previamente existentes de 25% en el sector automotriz, acero, aluminio y envíos fuera del marco del TMEC. ·     Corea

[ Read More ]

Daily Brief | July 11 2025

Top News ·     Industrial production in Mexico contracted in May, although it outperformed market expectations. ·     White House officials criticize Jerome Powell’s handling of the rate cycle. The pressure comes amid debate over his potential reappointment as Chair. ·     The EU awaits formal communication from Trump regarding the new tariffs. Markets are reacting cautiously to the potential impact

[ Read More ]

El Día en Minutos | 11 de julio de 2025

El Top ·     La producción industrial en México se contrajo en mayo aunque supera las expectativas del mercado. ·     Funcionarios de la Casa Blanca critican la gestión de Jerome Powell y su manejo del ciclo de tasas. La presión ocurre en medio del debate sobre su posible renovación como presidente. ·     La UE aguarda la comunicación formal de

[ Read More ]

Daily Brief | July 10 2025

Top News ·     The Fed opens the door to cutting the federal funds rate before the end of 2025. ·     U.S. President Donald Trump announced a 50% tariff on copper and on imports from Brazil, effective August 1, citing national security and political pressure. ·     The Bank of Japan stated that U.S. tariffs have not yet significantly impacted

[ Read More ]

El Día en Minutos | 10 de julio de 2025

El Top ·     La Fed abre la puerta a recortar la tasa de fondos federales antes de que termine el 2025. ·     El presidente de Estados Unidos, Donald Trump, anunció un arancel del 50 % al cobre y a las importaciones de Brasil, vigente desde el 1 de agosto, citando seguridad nacional y presiones políticas. ·     El Banco de

[ Read More ]

Daily Brief | July 09 2025

Top News ·     In Mexico, headline inflation edged down slightly in June; however, core inflation rose for the fourth consecutive month. ·     President Donald Trump announced potential tariffs of 50% on copper imports and up to 200% on pharmaceutical products, though the latter may take a year to come into effect to allow companies time to adjust.

[ Read More ]