Special Reports

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...

Eurasia Group Downgrades Mexico’s Trajectory

, June 11, 2024

Mexiico. Downgrading short- and long-term trajectories due to reduced judicial independence and higher structural fiscal spending

Luis Maizel’s Monthly Letter: Habemus President

, June 4, 2024

Photo: Oscar Mireles on reforma.comThis month, I will start with the analysis of Mexico since the dramatic, still not so surprising, outcome of the elections creates a situation never...

Mexico, June 2nd, 2024: the end of a cycle.

, May 22, 2024

This date will define whether Mexicans choose to end the political party regime in the face of the emergence of an empowered citizenry or whether they choose to end...

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Federal Reserve Board: Uncertainty Induces Higher Inflation and Lower Growth.

Gold Market: Riding a Wave of Uncertainty.

Honda, Nissan, and a Mexican.