En enero de 2025, la economía de EE. UU. mostró señales mixtas, evidenciando tanto fortaleza como nuevos desafíos en múltiples sectores.
Tendencias de Actividad Empresarial y Empleo
Business Activity and Employment Trends
Confidence and Spending of Consumers
In January, consumer confidence decreased for the second month in a row. The Conference Board announced a drop in its consumer confidence index to 104.1, down from 109.5 in December, which did not meet economists’ predictions. This decline illustrates increasing worries among Americans about present economic circumstances and future outlooks. Despite increased borrowing expenses, retail sales climbed by 0.4% in December, showing strong consumer spending over the holiday period. However, perceptions of current job market conditions became less optimistic, and short-term forecasts for income, business, and employment diminished, nearing levels that might indicate a possible recession.
Monetary Policy and Inflation Expectations
Inflation Expectations and Monetary Policy
Dinámicas del Mercado Laboral
Labor Market Dynamics
Mercados Financieros y Sentimiento del Inversor
Financial Markets and Investor Sentiment
Financial markets have exhibited volatility in response to mixed economic data and corporate earnings reports. Major indexes closed lower, with the technology sector leading the downturn. Strong housing market data contrasted with a slowdown in business activity, while consumer sentiment declined. Investors are closely monitoring these indicators ahead of key economic releases and the Federal Reserve’s policy decisions. The prospect of potential inflation stemming from proposed tariffs has also contributed to market uncertainty.
