The letters discuss leadership changes in Mexico and upcoming U.S. elections amid extreme polarization. Economic indicators include U.S. stability with Mexican mixed data. Global events noted are the Israeli-Iranian conflict and China’s economic policies. Argentina’s inflation declined, Germany faces challenges, and markets saw moderate gains.
The document provides controls for navigation and zooming, and offers further reading on various economic and geopolitical topics, including Mexico’s future scenarios, reports on democracy, leadership, the IMF, USMCA, wealth reports, gold outlook, economic implications of AI, de-dollarisation, post-electoral analysis, and mid-year economic outlooks.
In his final days in office, López Obrador seeks reforms that significantly alter the judiciary’s structure, creating tensions with the USA and risking the USMCA agreement. The resulting legal instability and economic uncertainty could deter foreign investment and exacerbate Mexico’s fiscal and socioeconomic challenges, potentially leading to severe economic fallout.
Ernesto Zedillo Ponce de León These words are written in light of Mexico’s history and the progress achieved in terms of democracy and justice until a few years ago. I am aware that the president’s reaction to those who dissent, criticize, or think differently from …
If we analyze the leaders of the world’s leading countries, we see that the leaders of yesteryear have disappeared! Where are Merkel, Reagan, Mao Tse Tung, and Lee Kwan Yew of Singapore? Today, we see extremes in every country, swings from right to left and …
‘Many forms of Government have been tried, and will be tried in this world of sin and woe. No one pretends that democracy is perfect or all-wise. Indeed it has been said that democracy is the worst form of Government except for all those other …
As we have suggested through this channel many times, Joe Biden withdrew from the November election and left the way open for Kamala Harris, who was immediately endorsed by all sectors of the Democratic party despite not having received a single popular vote. Trump felt …
The Global Economy in a Sticky Spot Global growth is broadly unchanged amid persistent services inflation Global growth is projected to be in line with the April 2024 World Economic Outlook (WEO) forecast, at 3.2 percent in 2024 and 3.3 percent in 2025. Services inflation …
Mexico’s manufacturing exports have not only surpassed pre-COVID levels but have also reached historic levels, reaching $44.8 billion in June 2022. The country’s total exports represent more than one-third of its GDP, and they, therefore, play a key role in growth and job creation. Two-thirds …
People around the world are getting progressively wealthier – and that doesn’t just apply to those who already own great wealth. What does the future hold for global wealth? The answer is encouraging. Our analysis of over 50 key markets in this year’s Global Wealth Report shows the world is getting progressively richer across all …