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...
The COVID-19 pandemic reversed progress in eradicating extreme poverty, with millions falling into poverty globally, including a significant rise in Mexico. This highlights growing wealth inequality and social discontent. Two economic models emerge in response: one focusing on extensive...
The article discusses the relationship between taxation and governance in Mexico, emphasizing that a government must improve accountability alongside raising taxes. It argues that without a strong social contract, increasing taxes without better services leads to instability. Structural fiscal...
Image: on visualcapitalist.comImage: on voronoiapp.comImage: on visualcapitalist.comFurther Reading:https://sepgra.com/moodys-the-budget-reforms-and-investment-grade/https://sepgra.com/mexicos-economic-package-2025/https://sepgra.com/the-insurrection-of-the-coup-plotters/https://sepgra.com/mexico-outlook-october-2024/https://sepgra.com/ian-bremmers-state-of-the-world/https://sepgra.com/imf-world-economic-outlook-oct-2024/https://sepgra.com/interesting-facts-and-data-from-visual-capitalist/https://sepgra.com/6-years-of-government-what-does-the-data-say/https://sepgra.com/mexico-three-scenarios-for-the-next-three-months/https://sepgra.com/democracy-dies-by-votes/https://sepgra.com/measuring-nearshoring-and-the-2026-usmca-review/https://sepgra.com/ubs-global-wealth-report-2024/https://sepgra.com/gold-mid-year-outlook-2024/https://sepgra.com/the-geopolitics-of-de-dollarisation/