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.

gold-mid-year-outlook-2024

Gold Mid-Year Outlook 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

BIS Anual Economic Report

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...

yes-we-were-right

Yes, We Were Right

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...

the-geopolitics-of-de-dollarisation

The Geopolitics of De-Dollarization

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

Mexican Post Electoral Report

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

JP Morgan MID-YEAR OUTLOOK 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...

1…34567…35