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 …
Image: on gold.org A market in search of a catalyst Gold has performed remarkably well in 2024, rising by 12% year-to-date and outpacing most major asset classes. Thus far, gold has benefitted from continued central bank buying, Asian investment flows, resilient consumer demand, and a steady drumbeat of geopolitical uncertainty. As we look forward, the …
So far, so good… Introduction So far, so good. The world economy appears to be finally leaving behind the legacy of the Covid-19 pandemic and the commodity price shock of the war in Ukraine. The worst fears did not materialise. On balance, globally, inflation is …
This month, we will start with the analysis of politics in Mexico after the election of Claudia Sheinbaum. The result of the vote was no surprise to me since if we assumed that 65 million Mexicans would vote, of which 20% are upper and upper …
View Post In May 2022, we published “Mexico does not need a new leader but a new System.” It is by far the most read piece we have published so far. The essence of it is explained in the first paragraph: “Let’s begin at the …
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In December, we published a global perspective at the end of 2023 and what could be expected this year in a special report titled “On the Eve of 2024.” In it, among many other things, we mentioned that some Central Banks and Sovereign funds had …
Executive Summary The 2024 election consolidated the realignment of the party systemthat began in 2018. A hegemonic party system of uncertainduration is being created, and the three parties of the so-calledMexican transition to democracy is displaced from the center of theelectoral map.● Morena, Partido Verde …
Companies have shrugged off higher rates. Yes, geopolitical risk is real. But the economy is stronger than you think. AI is just starting. Stocks could move higher. Embrace the rally. To read the whole document, the controls for turning pages and zooming in or out …