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2 weeks ago | 
fundssociety.com | Beatriz Zúñiga |Beatriz De Zúñiga |Arturo Hanono
The European Central Bank (ECB) has responded to rising economic risks and the deterioration of financing conditions in the euro area with a new deposit rate cut to 2.25%. The decision was unanimous. However, the most noteworthy aspect was ECB President Christine Lagarde’s perspective on the potential impact of Trump’s tariff policies on the eurozone economy—and what that means for the ECB.
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2 weeks ago | 
fundssociety.com | Beatriz Zúñiga |Beatriz De Zúñiga |Arturo Hanono
From Donald Trump’s first term (2017–2021), we know that he favors low interest rates and a not overly strong dollar—two ideas that now appear to clash with the work Jerome Powell has done at the helm of the Federal Reserve since February 2018. His current term as Chair of the central bank ends in May 2026, though he will remain a Governor until February 2028.
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2 weeks ago | 
fundssociety.com | Rocio Martinez |Rocío Martínez |Arturo Hanono
The popularity of equally weighted ETFs is on the rise, with inflows into such strategies reaching net flows of $15.2 billion in 2024, a 289% increase compared to the $3.9 billion in 2023, according to Bloomberg data collected by JPMorgan Asset Management.
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2 weeks ago | 
fundssociety.com | Beatriz Zúñiga |Beatriz De Zúñiga |Arturo Hanono
The trade war continues its course with the entry into force of Trump’s 20% tariffs on the EU and 125% on China, with red coloring the Asian and European stock markets. No one escapes the sharp declines driven by the imposition of tariffs and the uncertainty surrounding the reaction of the affected countries and their negotiating capacity. Fixed income assets are also suffering the impact of tariffs and the overall context of volatility. “Currently, markets are fearful and operating accordingly.
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3 weeks ago | 
fundssociety.com | Beatriz Zúñiga |Beatriz De Zúñiga |Arturo Hanono
According to experts, the recent weakening of the US dollar has real consequences for investment portfolios. As investors consider whether or not to make changes in terms of currency exposure, the debate over the dollar’s behavior remains open and vibrant. In fact, the greenback posted a slight recovery yesterday after President Trump clarified he had no intention of removing Fed Chair Jerome Powell, easing concerns over the central bank’s independence.
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3 weeks ago | 
fundssociety.com | Magdalena Martinez Vial |Arturo Hanono
On Friday, April 11, the Argentine government announced the lifting of currency controls that had been in place for 14 years. On Monday, April 14, local markets reacted with a rise in the dollar, while in Wall Street, Argentine bonds and stocks surged. By Thursday the 17th, ahead of the Easter break, international firms had begun to weigh in on the new phase.
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4 weeks ago | 
fundssociety.com | Antonio Sandoval |Arturo Hanono
The Economic Studies Department of Banamex celebrates 100 years of existence. It was at the end of March 1925 when the institution —founded 41 years earlier, in 1884— created its economic studies area and published its first journal, then called Estudio de la Situación Bancaria e Industrial. Four years later, it changed to its current name: Examen de la Situación Económica de México (ESEM).
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4 weeks ago | 
fundssociety.com | Rocio Martinez |Rocío Martínez |Arturo Hanono
Fans of Ray Dalio, founder of the hedge fund Bridgewater Associates, now have a new way to incorporate the investment guru’s strategies into their portfolios: State Street Global Advisors and Bridgewater Associates have launched the SPDR Bridgewater All Weather ETF (ALLW), a fund that brings the “all weather” strategy approach within reach of retail investors seeking resilience for their portfolios during market turbulence.
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1 month ago | 
fundssociety.com | Beatriz Zúñiga |Beatriz De Zúñiga |Arturo Hanono
The week began in a frenzy. After a day of widespread declines in global stock markets, as well as in commodities and fixed income, and significant movements in major currencies—especially Latin American ones—the Fed called an extraordinary closed-door meeting. In addition, U.S. President Donald Trump threatened China with an additional 50% tax if it did not withdraw its 34% retaliatory tariffs, while the European Union offered Trump 0% tariffs on industrial products.
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1 month ago | 
fundssociety.com | Beatriz Zúñiga |Beatriz De Zúñiga |Arturo Hanono
The Fed gave the dollar a lift last week by keeping its monetary policy unchanged and signaling that it is in no rush to cut interest rates in upcoming meetings. According to experts, from January to March 25, 2025, the U.S. dollar has shown a weakening trend against the euro. Specifically, the exchange rate moved from 1.0352 dollars/euro to 1.0942 dollars/euro on March 18. Will the dollar be able to maintain its historic leadership?
