Friday, April 18, 2025

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

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

The Geopolitics of Tariffs

global-credit-outlook-2025

Global Credit Outlook 2025

Highlights:To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above.Further Reading and Video:https://sepgra.com/gold-outlook-2025-navigating-rates-risk-and-growth/https://sepgra.com/2025-economic-outlook-opportunities-and-risks-ahead/https://sepgra.com/the-north-american-fentanyl-crisis-and-the-spread-of-synthetic-opioids/https://sepgra.com/challenges-and-opportunities-in-sheinbaums-energy-policy/https://sepgra.com/ian-bremmers-state-of-the-world/https://sepgra.com/imf-world-economic-outlook-oct-2024/https://sepgra.com/mexicos-economic-package-2025/https://sepgra.com/moodys-the-budget-reforms-and-investment-grade/https://sepgra.com/the-insurrection-of-the-coup-plotters/https://sepgra.com/mexico-outlook-october-2024/https://sepgra.com/eurasia-group-downgrades-mexicos-trajectory/https://sepgra.com/measuring-nearshoring-and-the-2026-usmca-review/https://sepgra.com/yes-we-were-right/

2025-economic-outlook-opportunities-and-risks-ahead

2025 Economic Outlook: Opportunities and Risks Ahead

As we near the midpoint of the 2020s, the decade characterized by rising equity markets and strong economic growth faces challenges like global conflicts and inflation. Key factors shaping...

luis-maizels-monthly-letter-a-new-era-begins

Luis Maizel’s Monthly Letter: A New Era Begins.

The letter addresses the aftermath of the U.S. elections, highlighting Trump's significant support. It discusses economic conditions, potential policy changes, and the implications of the new administration on both...

challenges-and-opportunities-in-sheinbaums-energy-policy

Challenges and Opportunities in Sheinbaum’s Energy Policy

The Sheinbaum administration's strategic plan for Mexico's energy sector highlights environmental focus but raises concerns due to heavy reliance on CFE and limited renewable capacity. The proposed public-private investment...

migrants-trust-children-and-more

Migrants, Trust, Children and More…

Image: on visualcapitalist.comImage: on voronoiapp.comImage: on visualcapitalist.comFurther Reading:https://sepgra.com/moodys-the-budget-reforms-and-investment-grade/https://sepgra.com/mexicos-economic-package-2025/https://sepgra.com/the-insurrection-of-the-coup-plotters/https://sepgra.com/mexico-outlook-october-2024/https://sepgra.com/ian-bremmers-state-of-the-world/https://sepgra.com/imf-world-economic-outlook-oct-2024/https://sepgra.com/interesting-facts-and-data-from-visual-capitalist/https://sepgra.com/6-years-of-government-what-does-the-data-say/https://sepgra.com/mexico-three-scenarios-for-the-next-three-months/https://sepgra.com/democracy-dies-by-votes/https://sepgra.com/measuring-nearshoring-and-the-2026-usmca-review/https://sepgra.com/ubs-global-wealth-report-2024/https://sepgra.com/gold-mid-year-outlook-2024/https://sepgra.com/the-geopolitics-of-de-dollarisation/

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