Sunday, February 23, 2025

JP Morgan’s Eye on the Market 2025 Outlook.

An Attempt at Explaining Trump’s Foreign Policy.

Luis Maizel’s Monthly Letter: A Trade War, a Conflict with No Winners.

the-multitude-of-ghost-cities-in-china

The Multitude of Ghost Cities in China.

Photo: bpr.orgPedro Ramírez CampuzanoThere are 50 new unoccupied cities in China. We are used to tracking the history of a city from a small coterie evolving over decades and centuries...

standard-poors-global-ratings-mexico

Standard & Poor’s Global Ratings: Mexico.

RESEARCH UPDATE: Mexico 'BBB' Foreign Currency And 'BBB+' Local Currency Long-Term Ratings Affirmed; Outlook Remains NegativeOverviewMexico is poised to close 2021 with a 5.8% rebound in GDP, which leaves...

till-when

Till When?

Photo: Aron Visuals on UnsplashLuis RubioThe evidence of economic stagnation and social regression is overwhelming. Programs of social transfers to the president’s clienteles, although politically motivated, do not compensate...

luis-maizels-monthly-letter

Luis Maizel’s Monthly Letter.

Photo: Moritz-Knoringer on Unsplash2021 a momentous but confusing yearThis year has been significant economically and politically, characterized by its great volatility and the deplorable lack of leadership in the...

how-this-ends

How This Ends

Photo: Attentie Attentie on Unsplash Luis RubioThe problem with bets is that they are binary: all or nothing. When a government plays the betting game, as when one plays...

an-uneven-alliance

An Uneven Alliance.

Image: Denys Nevozhai on Unsplash The countries' leaders that form the CUSMA, USMCA, T-MEC will meet for the first time. Three countries agreed to lift trade barriers promoting a...

elections-when-do-they-become-too-costly

Elections: When Do They Become Too Costly?

Photo: Pixabay on PexelsLuis RubioThe confusion is justified because a good part of the population lives in a world of fear or anger, both poor counsels but that, in...

the-big-cramp

The Big Cramp

Photo: Lisa on PexelsAntonio NavalónThe visit of U.S. Ambassador Ken Salazar to the National Palace is something that, given our history - and above all the enormous impact of...

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