Special Reports

Luis Maizel’s Monthly Letter: North America is Upside down

, June 28, 2024

Photo: Elsa González on UnsplashThis month, we will start with the analysis of politics in Mexico after the election of Claudia Sheinbaum. The result of the vote was no...

Yes, We Were Right

, June 27, 2024

View PostIn 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...

Artificial Intelligence and the Economy: Implications for Central Banks

, June 26, 2024

Image: on bis.orgKey takeawaysMachine learning models excel at harnessing massive computing power to impose structure onunstructured data, giving rise to artificial intelligence (AI) applications that have seen rapid andwidespread...

The Geopolitics of De-Dollarization

, June 25, 2024

Image: Unsplash+ in collaboration with Getty Images In December, we published a global perspective at the end of 2023 and what could...

Mexican Post Electoral Report

, June 21, 2024

Executive SummaryThe 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...

JP Morgan MID-YEAR OUTLOOK 2024

, June 20, 2024

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...

Eurasia Group Downgrades Mexico’s Trajectory

, June 11, 2024

Mexiico. Downgrading short- and long-term trajectories due to reduced judicial independence and higher structural fiscal spending

Luis Maizel’s Monthly Letter: Habemus President

, June 4, 2024

Photo: Oscar Mireles on reforma.comThis month, I will start with the analysis of Mexico since the dramatic, still not so surprising, outcome of the elections creates a situation never...

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Moody’s Ratings downgrades Mexico’s Outlook

The Insurrection of the Coup Plotters.

Mexico Outlook October 2024