Andres Guerra Cortes @andresguerra2: "Good day everyone 👋 As the..."

Colombia

Good day everyone 👋 As the month marches on, several central banks are making moves, China is keeping a close eye on its data, and markets are watching for signals from inflation, currencies, and rate-cut expectations. Here’s what stood out this week: quick review ✅ 👀 Inflation vs. Jobs: What Will the Fed Prioritize? Markets are increasingly watching U.S. labor market trends closely. The recent August jobs report showed weak job gains (~22,000 new jobs), and core PCE inflation is expected to be around 2.7% YoY. Fed is signaling that going forward, employment data may carry more influence in setting policy than inflation, depending on how both evolve. 📉 Fed Cuts Rates by 25 bps, Signals More Cuts Ahead The U.S. Federal Reserve reduced rates by 25 basis points, setting the federal funds rate at 4.00%-4.25%, citing labor market softening, among other risks. It also signaled that more cuts are likely later in the year. This is having ripple effects: commodities are rising, the dollar is weaker, gold and precious metals are getting strength. 🏦 BoE Holds Rates, Slows Bond Sales (QT) The Bank of England held interest rates at 4% and decided to slow its quantitative tightening—cutting planned bond sales from £100 billion to £70 billion over the next year. Inflation remains stubbornly above its target, and the labor market is showing weakness. ⚠️ Bundesbank Warns Against Political Pressure on Fed Germany’s Bundesbank flagged concerns that recent attacks by President Trump on the Fed (urging aggressive cuts, possibly removing governors) could threaten U.S. financial stability and damage credibility. 📊 Data-Driven Policy Promised by China’s Central Bank Head Pan Gongsheng (PBOC governor) emphasized that China’s monetary policy will remain tightly aligned with economic data (liquidity, funding costs, etc.) as the government seeks to support recovery. No major stimulus just yet, but the readiness is there. Upcoming Ex-Dividend Dates for us 📅 Royal Caribbean Cruises Ltd. (RCL): Their next ex-dividend date is September 25, 2025 🚢. Flowserve Corporation (FLS): Their next ex-dividend date is September 26, 2025 ⚙️. Remember, you must purchase a stock before its ex-dividend date to be eligible for the upcoming dividend payment. To finalize, I'm keeping Enterprise Products Partners (EPD) on my investment horizon. I will continue to monitor it and follow up on its news and earnings reports Wishing you all the best Un gran saludo Andrés Guerra $SPX500 $SPY (SPDR S&P 500 ETF) $GLD (SPDR Gold) $NSDQ100 $RCL (Royal Caribbean Cruises Ltd) $FLS (Flowserve Corp) $EPD (Enterprise Products Partners LP)