Alejandro Padilla Santana

Banorte

Executive Director of Economic Research and Financial Markets Strategy @ Banorte

Alejandro Padilla has 15 years of experience as a professional economist and macro strategist. Mr. Padilla is Executive Director of Economic Research and Head of Financial Markets Strategy (Fixed Income, Currencies, Commodities and Equities) at Grupo Financiero Banorte, the second largest bank in Mexico. He has been part of Banorte’s team for the last 10 years. Previously, Mr. Padilla worked for more than 3 years at J.P.Morgan Chase as emerging markets strategist, based primarily in the Mexico City office. He has also worked in the financial sector in areas related to treasury and IR. Mr. Padilla obtained a Master’s degree in Economics from University of Stellenbosch, together with an Honours degree (graduate level) in Financial Economics from the same institution. He holds a Bachelor’s degree in Economics from ITAM in Mexico and a Corporate Finance diploma from Kellogg/Northwestern University. On the academic front, Mr. Padilla has lectured in the MBA program at Universidad Iberoamericana and at several diploma programs about corporate finance and market economy at Tecnológico de Monterrey – EGADE Business School, Universidad Anáhuac and Riskmathics. He actively participates in national and international publications, as well as in radio and TV specialized programs, highlighting a monthly newspaper column at El Financiero Bloomberg. He was awarded with the “Future Leaders” distinction in 2017 by the Institute of International Finance. Since 2020 is part of the Economic Studies Committee from IMEF. He has dictated several conferences about economics and financial markets in Mexico, United States, Europe and Asia

Alejandro Padilla Santana
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Latest articles from Alejandro Padilla Santana

Weekly economic calendar and Earnings Results - For the week ending Jan 21, 2022

Banorte Alejandro
Alejandro Padilla Santana @ Banorte 17 January 2022

Mexico: A hawkish calibration of our calls for the Fed and Banxico

The economy has reached levels that we see as consistent with the Fed’s dual mandate, with inflation at 7.0% and the unemployment rate at 3.9%. Given persistent supply chains issues and the renewed spread of the pandemic, we believe that high inflati...
Banorte Alejandro
Alejandro Padilla Santana @ Banorte 12 January 2022

Weekly economic calendar and Earnings Results - For the week ending Jan 14, 2022

Banorte Alejandro
Alejandro Padilla Santana @ Banorte 10 January 2022

Mexico: December inflation – 2021 closes at 7.4%, highest in over two decades

Annual headline and core inflation reached 7.36% and 5.94%, in the same order. Inflation at 0.36% m/m in December. Some of the trends of the 1st half extended through the rest of the period. It is our take that marginal data since the last monetary p...
Banorte Alejandro
Alejandro Padilla Santana @ Banorte 8 January 2022

Weekly economic calendar - For the weeks ending January 7, 2022

In the US, watching final 3Q21 GDP final, November’s personal income and consumption and December’s consumer confidence. In Mexico, the survey of banking sector expectations, retail sales, economic activity CPI and unemployment rate. This is the last...
Banorte Alejandro
Alejandro Padilla Santana @ Banorte 21 December 2021

Mexico: Banxico – 50bps hike with a resounding message, in line with our call

We reiterate our view of accumulated hikes of +125bps in 2022, taking the reference rate to 6.75% by year-end. Banxico hikes 50bps, in line with our call. On top of voting details, we identified other very relevant changes in this front. Third, the w...
Banorte Alejandro
Alejandro Padilla Santana @ Banorte 17 December 2021

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Alejandro Padilla Santana
Manuel Jimenez Zaldivar
Mexico
Fixed Income - Sovereign
Macro
Juan Carlos Alderete Macal
Macro-strategy
Equity
Francisco Jose Flores Serrano
US
Katia Goya Ostos
Marissa Garza Ostos
Luis Leopoldo Lopez Salinas
Eurozone