Monday, April 28, 2025

IMF World Economic Outlook Apr 2025.

Larry Fink’s BlackRock 2025 Annual Chairman’s Letter to Investors

The Real Cost of Tariffs on US and World Economies (part 2).

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...

debt

Debt

Photo: Ehud Neuhaus on UnsplashPercentage of World DebtGraph: on visualcapitalist.comGovernment Debt by Country in Advanced EconomiesGraph: on visualcapitalist.comGross public sector debt as a proportion of GDPGraph: on ourworldindata.orgExternal debt as a...

mexico-five-years-of-the-4t-government-what-does-data-say

Mexico: Five years of the 4T Government, What does data say?

Image: on FacebookTo read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above.Further Reading:https://sepgra.com/what-would-happen-to-mexicos-energy-sector-in-a-potential-seimbaum-administration/https://sepgra.com/mexicos-next-president-challenges-and-recommendations-wilson-center/https://sepgra.com/social-and-political-implications-of-hurricane-otis/https://sepgra.com/mxn-not-your-padres-peso/https://sepgra.com/mexico-contends-with-the-superpeso-while-russias-rubble-weakens-geopolitical-futures/https://sepgra.com/the-funeral-of-mexicos-political-system/

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