Highlights:To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above.Further Reading and Video:https://sepgra.com/gold-outlook-2025-navigating-rates-risk-and-growth/https://sepgra.com/2025-economic-outlook-opportunities-and-risks-ahead/https://sepgra.com/the-north-american-fentanyl-crisis-and-the-spread-of-synthetic-opioids/https://sepgra.com/challenges-and-opportunities-in-sheinbaums-energy-policy/https://sepgra.com/ian-bremmers-state-of-the-world/https://sepgra.com/imf-world-economic-outlook-oct-2024/https://sepgra.com/mexicos-economic-package-2025/https://sepgra.com/moodys-the-budget-reforms-and-investment-grade/https://sepgra.com/the-insurrection-of-the-coup-plotters/https://sepgra.com/mexico-outlook-october-2024/https://sepgra.com/eurasia-group-downgrades-mexicos-trajectory/https://sepgra.com/measuring-nearshoring-and-the-2026-usmca-review/https://sepgra.com/yes-we-were-right/
Gold is set for its best annual performance in a decade, rising 28% by November, driven by central bank and investor buying amidst declining consumer demand. Looking ahead, investor sentiment hinges on potential economic impacts of Trump's second term,...
The agreement between the European Union and Mercosur marks the establishment of the world's largest free trade zone, impacting over 700 million consumers. This deal emphasizes international cooperation, climate commitments, and potential economic benefits for Latin America's economies, aligning...
As we near the midpoint of the 2020s, the decade characterized by rising equity markets and strong economic growth faces challenges like global conflicts and inflation. Key factors shaping the next stage include US political changes and technological innovations....
The content reflects on global challenges, highlighting humanity's historically cyclical struggles and wars. It emphasizes the rise of the extreme right in Europe, political instability in the U.S. and Mexico, complexities in international relations, particularly the importance of economic...
The letter addresses the aftermath of the U.S. elections, highlighting Trump's significant support. It discusses economic conditions, potential policy changes, and the implications of the new administration on both domestic and foreign issues. Additionally, it reviews Mexico's economic challenges...