Sunday, April 06, 2025

The Real Cost of Tariffs on US and World Economies.

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

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

atemporality

(A)temporality

Image: Indu Bachkheti on iStockLuis RubioBetween the seventies and the nineties, Mexico underwent an era of financial crises, the product, in a good measure, of the laxity with which...

a-desirable-inflation

A desirable Inflation

Image: Yingko on iStockOne of the primary functions of central banks is setting a target inflation rate, as price stability has an effect on employment, interest rates, and the...

visualizations

Visualizations

Image: on visualcapitalist.comVisualizing the $105 Trillion World Economy in One ChartBy the end of 2023, the world economy is expected to have a gross domestic product (GDP) of $105...

the-state-of-the-war-in-ukraine

The State of the War in Ukraine

Photo: on geopoliticalfutures,comGeorge FriedmanTo read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above.geopoliticalfutures.com

mxn-not-your-padres-peso

MXN: Not your padre’s peso

Image: Banxico.org.mxJ.P. MorganThe structural forces reshaping the pesoWhile the Mexican peso has been considered a high-beta risk proxy currencyfor much of the past two decades, we think it is...

global-tourism-our-world-in-data

Global Tourism: Our World in Data

Photo: Yousef Alfuhigi on UnsplashTourism has massively increased in recent decades. Aviation has opened up travel from domestic to international. Before the COVID-19 pandemic, the number of international visits...

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