Special Reports

Gold Mid-Year Outlook 2024

, July 3, 2024

Image: on gold.orgA market in search of a catalystGold has performed remarkably well in 2024, rising by 12% year-to-date and outpacing most major asset classes. Thus far, gold has...

BIS Anual Economic Report

, July 2, 2024

So far, so good… Introduction So far, so good. The world economy appears to be finally leaving behind the legacy of the Covid-19 pandemic and the commodity price...

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...

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Understanding Mexico’s Political and Economic Landscape in 2025

Global Credit Outlook 2025

Gold Outlook 2025: Navigating Rates, Risk and Growth.