Special Reports

Votes and Government

Image: Ljupco on iStock Luis Rubio The Mexican citizenry has been disillusioned for many years with politics. First, it was supposed that the reforms would restore the capacity of economic growth and, afterward, that democracy would reduce corruption and bring the politicians –these latter the alleged representatives of the people- closer to the voters. Neither …

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Annual Threat Assessment 2021 of the US Intelligence Community

Office of the Director of National Intelligence This annual report of worldwide threats to the national security of the United States responds toSection 617 of the FY21 Intelligence Authorization Act (P.L. 116-260). This report reflects thecollective insights of the Intelligence Community (IC), which is committed every day to providingthe nuanced, independent, and unvarnished intelligence that …

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Mexico’s President Growing Polarization

Photo: CUARTOSCURO on am.com.mx Angry for his negative results, he rushes laws and regulations unfriendly to domestic and foreign private investment. The government that claims to be in a change of regime and calls itself the Fourth Transformation is drowning amid a heap of negative results, a chaos that will have a long-lasting devastating effect …

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Waterloo

Image: By William Sadler – Napoleon.org.pl, Public Domain, https://commons.wikimedia.org/w/index.php?curid=15176449 Luis Rubio There is no doubt that each government makes its own history, some by what they achieve, others by their dogmatism. If something characterizes the current Mexican government is its total absence of the capacity (or willingness) to learn. The script is absolute and immovable, …

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The Weight (Peso) of Uncertainty.

Photo: A G Cuesta on iStock The preferential bill sent by the Mexican president to reform the electricity sector, which seeks to give the Federal Electricity Commission (CFE) all kinds of undue advantages over private investment in electricity generation, in violation of the Trade Agreement with the United States and Canada (TMEC, USMCA or CUSMA, …

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México 2021: Risks and Opportunities

Image: Alpha Spirit on iStock      It is hard to be optimistic about the Mexican economy considering the chaotic situation created by the pandemic efforts’ mismanagement. At best, giving the AMLO administration the benefit of the doubt, the official number of casualties for covid so far is 138,000 and growing fast, ranking as the third …

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Risks and Opportunities 2021

Photo: Anni Roenkae on Pexels 2020 witnessed once-in-a-century swings in the economy, policy, and markets. The bosses of The Eurasia Group begin their new year salutation with the following statement: “At the start of 2021, the United States is the most powerful, politically divided, and economically unequal of the world’s industrial democracies. China is America’s …

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What went wrong with our forecast?

Photo: Francescoch on iStock Four months ago, we published a report on the Mexican Economy that indicated the imminent collapse of the public finances and its consequences on the economy as a whole ( https://sepgra.com/mexico-on-the-verge-of-the-perfect-storm/ ). Still, it didn’t happen. What went wrong with our projections, or what caused a change in the government revenues’ …

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