Special Reports

Eurasia Group Top Risks 2025

, January 6, 2025

In 2025, the world appears promising with diplomatic progress in major conflicts and economic expansion amid a growing population. However, significant challenges persist, particularly the lack of global governance...

Luis Maizel’s Monthly Letter: 2025, A year of Challenges and Opportunities

, January 2, 2025

The Trump administration is expected to shift towards less government regulation, increased domestic production, and protectionist policies, impacting immigration and taxes. Proposed tariffs on imports and drastic changes in...

Understanding Mexico’s Political and Economic Landscape in 2025

, December 18, 2024

In 2025, Mexico faces worsening political and economic challenges under President Claudia Sheinbaum, continuing the prior administration's ineffective policies. Relations with the U.S. are strained due to alignment with...

Global Credit Outlook 2025

, December 16, 2024

Highlights:To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above.Further Reading and Video:https://sepgra.com/gold-outlook-2025-navigating-rates-risk-and-growth/https://sepgra.com/2025-economic-outlook-opportunities-and-risks-ahead/https://sepgra.com/the-north-american-fentanyl-crisis-and-the-spread-of-synthetic-opioids/https://sepgra.com/challenges-and-opportunities-in-sheinbaums-energy-policy/https://sepgra.com/ian-bremmers-state-of-the-world/https://sepgra.com/imf-world-economic-outlook-oct-2024/https://sepgra.com/mexicos-economic-package-2025/https://sepgra.com/moodys-the-budget-reforms-and-investment-grade/https://sepgra.com/the-insurrection-of-the-coup-plotters/https://sepgra.com/mexico-outlook-october-2024/https://sepgra.com/eurasia-group-downgrades-mexicos-trajectory/https://sepgra.com/measuring-nearshoring-and-the-2026-usmca-review/https://sepgra.com/yes-we-were-right/

Gold Outlook 2025: Navigating Rates, Risk and Growth.

, December 12, 2024

Gold is set for its best annual performance in a decade, rising 28% by November, driven by central bank and investor buying amidst declining consumer demand. Looking ahead, investor...

2025 Economic Outlook: Opportunities and Risks Ahead

, December 9, 2024

As we near the midpoint of the 2020s, the decade characterized by rising equity markets and strong economic growth faces challenges like global conflicts and inflation. Key factors shaping...

The North American fentanyl crisis and the spread of synthetic opioids

, December 6, 2024

Vanda Felbab-Brown, a Senior Fellow at Brookings Institution, discusses the North American fentanyl crisis and the increase of synthetic opioids. For more in-depth information, the article and various resources...

Luis Maizel’s Monthly Letter: A New Era Begins.

, December 3, 2024

The letter addresses the aftermath of the U.S. elections, highlighting Trump's significant support. It discusses economic conditions, potential policy changes, and the implications of the new administration on both...