Monthly Archives July 2017

Think Strategically: US job growth, the FED, Trumpconomics, & PR Debt face-off

By Francisco Rodriguez-Castro (frc@birlingcapital.com), President & CEO of Birling Capital Advisors LLC   This week the U.S. economy added 227,000 jobs in January, 52,000 more than the market consensus of 175,000 new jobs. This growth was not enough to avert an increase in unemployment to 4.8% from the previous rate of 4.7% as more people began looking for work. As expected the Fed policy committee voted unanimously to keep the federal fund rates in a range of 0.50% to 0.75%, Fed Chair Yellen stated that “measures of consumer and business sentiment have improved of late, but business investment remains “soft”.
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Think Strategically: All Eyes on the New Leaders of the U.S. and Puerto Rico

By Francisco Rodriguez-Castro, President & CEO of Birling Capital Advisors LLC   On Jan. 20, we watched the traditional transition of power in the United States. We witnessed the swearing in of Donald J. Trump as the 45th president of the United States and we saw the conclusion of now former President Barack Obama’s term draw to a close as he was escorted to Marine One and bid farewell to the White House.
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Think Strategically: with the Dow at 20,000: 7 things every investor should know

By Francisco Rodriguez-Castro, President & CEO of Birling Capital Advisors LLC, published on January 25, 2017    This week the Dow hit the elusive 20,000 mark on January 25, 2017, this after coming within less than ½ of 1 % earlier this month, As the Dow Jones Industrial Average crossed this record level. This milestone is being hyped, celebrated, advertised, honored among other things by specialized media outlets such as Bloomberg and more mainstream media like CNN or NBC. Is there longer-term significance? Should investors really care? The answer is both: Yes, and No.
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El sector de cemento tiene espacio para respirar luego de años en caída

El Índice de Actividad Económica de la construcción es un índice económico sectorial que tiene como propósito fundamental mostrar la magnitud y la dirección del comportamiento a corto plazo de la industria de la construcción. Este registró un nivel de 49.7 puntos en marzo de 2017, lo cual representó una baja de 1.6 por ciento, al comparase con febrero. En relación con marzo de 2016, se refl ejó una merma de 1.4 por ciento (Gráfica 1).
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