Friday, April 04, 2025

Luis Maizel’s Monthly Letter: This Puzzle is Missing Pieces.

Federal Reserve Board: Uncertainty Induces Higher Inflation and Lower Growth.

Gold Market: Riding a Wave of Uncertainty.

baker-institutes-mexico-2024-outlook

Baker Institute’s Mexico 2024 Outlook

Photo: Arthur Widak/Nur Photo via Getty Images on bakerinstitute.orgEach year, the Center for the U.S. and Mexico at Rice University’s Baker Institute for Public Policy surveys a number of...

mexico-ten-political-risks-for-2024

Mexico: Ten Political Risks for 2024

Image: Integralia ConsultoresEXECUTIVE SUMMARYThis report analyzes the ten main risks that may affect the business environment anddemocratic governance of the country in 2024. The analysis is based on an...

eurasia-group-2024-top-risks

Eurasia Group 2024 Top Risks

Ian Bremmer (President), Cliff Kupchan (Chairman)The United States vs. itself Middle East on the brinkPartitioned UkraineUngoverned AIAxis of roguesNo China recoveryThe fight for critical mineralsNo room for errorEl...

luis-maizels-monthly-letter-5

Luis Maizel’s Monthly Letter:

Photo: Maria Tyutina on PexelsWe begin the year hoping the world will recompose, but it seems unlikely.There is no doubt that many of the problems would end if they...

on-the-eve-of-2024

On the eve of 2024.

Image: smshoot on iStockWars, polarization, and uncertainty reign in the immediate future.None of the forecasts at the beginning of the year* alerted us to the outcomes we experienced. The...

is-mexico-rerouting-from-china

Is Mexico rerouting from China?

Bank of America Global ResearchCarlos Capistran and Antonio GabrielKey Takeaways-It's unlikely. The increase in Mexican exports to the US has been more significant than the increase in Mexican imports...

rule-of-law-index-2023-insights

Rule of Law Index 2023 (Insights)

Image: World Justice ProjectThe World Justice Project (WJP) Rule of Law Index® 2023 is the latest report in an annual series measuring the rule of law based on global...

j-p-morgan-2024-outlook

J.P. Morgan 2024 Outlook

After the Rate Reset: Investing ReconfiguredThere haven’t been this many attractive investment choices to consider in more than a decade. But how do you personalize the possibilities? Explore these...

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