Inteligencia Económica, Financiera y Fiscal

09/03/2026

... La Economía mundial hoy ante la crisis en Iran... 📈📉💰

27/05/2024

El Comité Federal de Mercado Abierto de la Reserva Federal (FOMC) de los Estados Unidos, en su reunión a principios de Mayo, plantea que no tiene la suficiente confianza para iniciar un ciclo de reducción en el objetivo de la Tasa de Fondos Federales.

"Domestic data releases over the inter-meeting period pointed to inflation being more persistent than previously expected and to a generally resilient economy."

Por tal motivo, decidieron mantener el rango objetivo de la
tasa de fondos Federales y prevén que se mantenga en los mismos términos hasta que haya evidencia clara de que la inflación esta cediendo hacia el objetivo de inflación que sigue siendo 2%.

Algunos miembros del FOMC no descartan que si la inflación sigue
sin ceder, decidan aumentar nuevamente el objetivo de la tasa de Fondos Federales.

Hasta aquí mi reporte ... 🤓

21/03/2024

El Comité Federal de Mercado Abierto (FOMC) de la Reserva Federal de los EEUUA 🏦decidió mantener sin cambio el nivel de tasas de interés de los Fondos Federales de ese país, manteniéndose en el rango de 5.25% a 5.50%. 📈

Lo anterior derivado de que aún se espera que la inflación se mueva de manera sostenida hacia el 2 por ciento. 💸

En el caso de México 🇲🇽, el día de hoy se hará el anuncio de Politica Monetaria por parte del BancodeMéxico, la cual se ha mantenido en línea con las deciciones de la FED, no obstante, es posible observar un ajuste a la baja de 25 puntos base para los CETES, lo cual podría afectar el tipo de cambio del MXP/USD de 16.74 y acercarse a los 17.00 pesos por dólar. 💰

Hasta aquí mi reporte 🫡

"Recent indicators suggest that economic activity has been expanding at a solid pace. Job gains have remained strong, and the unemployment rate has remained low. Inflation has eased over the past year but remains elevated.

The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. The Committee judges that the risks to achieving its employment and inflation goals are moving into better balance. The economic outlook is uncertain, and the Committee remains highly attentive to inflation risks.

In support of its goals, the Committee decided to maintain the target range for the federal funds rate at 5-1/4 to 5-1/2 percent. In considering any adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks"

March 20, 2024

Federal Reserve issues FOMC statement

07/03/2024

En los EEUUA 🇺🇸 la tasa de fondos federales se encuentra en un rango de entre 5.25% y 5.50%.

En el mes de junio podría darse el primer recorte, el cual se espera sea de 25 puntos base.

Lo anterior implica que las tasas de interés en México 🇲🇽 (CETES) se mantengan sin grandes cambios, aunado a que el nivel de las reservas internacionales 💸 reportado esta semana fue de 213 mil 903 millones de dólares, (1,141 millones por arriba del cierre de 2023 y 13 mil 635 millones de dólares por arriba de lo registrado hace doce meses).

Lo anteroir, entre otros factores, genró que el dólar al día de hoy 7 de marzo de 2024 se cotice por debajo de los 17 pesos.

Hasta aquí mi reporte 🤓

01/02/2024

“The hardest thing in the world to understand is the income tax.”

Albert Einstein

01/02/2024

La Reserva Federal, Banco Central de Estados Unidos 🇺🇸, ayer miércoles 31 de enero, decidió mantener su tasa de interés en un rango de 5.25 a 5.50%. 💱 💲

"CHAIR POWELL. Good afternoon.
My colleagues and I remain squarely focused on our dual mandate to promote maximum employment and stable prices for the American people. The economy has made good progress toward our dual mandate objectives. Inflation has eased from its highs without a significant increase in unemployment. That is very good news. But inflation is still too high, ongoing progress in bringing it down is not assured, and the path forward is uncertain"... "Today, the Federal Open Market Committee decided to leave our policy interest rate unchanged and to continue to reduce our securities holdings."

Esta es la cuarta decisión consecutiva en la que la mantiene en el mismo nivel, después de 11 incrementos desde marzo de 2022. 📊

En consecuencia no se espera un ajuste a las tasas de interés locales (CETES) por parte del BancodeMéxico 🇲🇽.

Esto implica un tipo de cambio estable en tanto no se presente un ajuste a la baja en las tasas. 🤓

Hasta aquí mi reporte 🥸

30/01/2024

PRODUCTO INTERNO BRUTO 🇲🇽

Cuarto trimestre de 2023

En el cuarto trimestre de 2023 y con cifras ajustadas por estacionalidad, el INEGI reportó un aumento de 0.1 % en términos reales, con respecto al trimestre inmediato anterior. 📈

En 2023 y con series desestacionalizadas, el PIB oportuno aumentó 3.1 % a tasa anual 🧐

El crecimiento estuvo impulsado principalmente por el consumo y la inversión fija, impulsada por la construcción de obras públicas de infraestructura.

Hasta aquí mi reporte... 🥸

23/01/2024

Plan Maestro SAT México 2024 ... 🧐 ....

10/01/2023

Inversión Fija Bruta
INEGI
Octubre 2022

En octubre 2022 (cifras desestacionalizadas), el Indicador Mensual de la Inversión Fija Bruta (IMIFB) presentó las siguientes variaciones:
⬆️ 1.4%, mensual
⬆️ 6.5%, anual

🖥️ : https://bit.ly/3vRVoRS

10/10/2022

Premio Nobel de Economía 2022

BREAKING NEWS
The Royal Swedish Academy of Sciences has decided to award the 2022 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel to Ben S. Bernanke, Douglas W. Diamond and Philip H. Dybvig “for research on banks and financial crises.”

This year’s laureates in the economic sciences, Ben Bernanke, Douglas Diamond and Philip Dybvig, have significantly improved our understanding of the role of banks in the economy, particularly during financial crises. An important finding in their research is why avoiding bank collapses is vital.

Modern banking research clarifies why we have banks, how to make them less vulnerable in crises and how bank collapses exacerbate financial crises. The foundations of this research were laid by Ben Bernanke, Douglas Diamond and Philip Dybvig in the early 1980s. Their analyses have been of great practical importance in regulating financial markets and dealing with financial crises.

For the economy to function, savings must be channelled to investments. However, there is a conflict here: savers want instant access to their money in case of unexpected outlays, while businesses and homeowners need to know they will not be forced to repay their loans prematurely. In their theory, Diamond and Dybvig show how banks offer an optimal solution to this problem. By acting as intermediaries that accept deposits from many savers, banks can allow depositors to access their money when they wish, while also offering long-term loans to borrowers.

However, their analysis also showed how the combination of these two activities makes banks vulnerable to rumours about their imminent collapse. If a large number of savers simultaneously run to the bank to withdraw their money, the rumour may become a self-fulfilling prophecy – a bank run occurs and the bank collapses. These dangerous dynamics can be prevented through the government providing deposit insurance and acting as a lender of last resort to banks.

Diamond demonstrated how banks perform another societally important function. As intermediaries between many savers and borrowers, banks are better suited to assessing borrowers’ creditworthiness and ensuring that loans are used for good investments.

Ben Bernanke analysed the Great Depression of the 1930s, the worst economic crisis in modern history. Among other things, he showed how bank runs were a decisive factor
in the crisis becoming so deep and prolonged. When the banks collapsed, valuable information about borrowers was lost and could not be recreated quickly. Society’s ability
to channel savings to productive investments was thus severely diminished.

“The laureates’ insights have improved our ability to avoid both serious crises and expensive bailouts,” says Tore Ellingsen, Chair of the committee for the prize in economic sciences.

Learn more
Press release: https://bit.ly/3Uzo11d
Popular information: https://bit.ly/3LFQH4Y
Advanced information: https://bit.ly/3LEbvtt

28/09/2022

https://youtu.be/n3Yj26iO1-E

Comparecencia del Secretario de Hacienda y Crédito Público