Luis Maizel’s Monthly Letter: All of Latin America is Now Left-Wing.

With Lula’s victory in Brazil, the entire subcontinent, from Argentina to Mexico, now has a left-wing populist government. The explanation for this phenomenon is quite simple. The difference in income distribution, where very few have a lot of money, and the majority live in poverty, …

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Rule of Law Index 2022

Insights: To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above. Full Report: To read the whole document, the controls for turning pages and zooming in or out are at the bottom left …

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IMF World Economic Outlook October 2022

To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above. Inflation and uncertainty Global economic activity is experiencing a broad-based and sharper-than-expected slowdown, with inflation higher than seen in several decades. The cost-of-living …

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Brace for Impact: Economic Forecast for the Second Half of 2022

Image: Shutterstock Inflation, Disrupted Supply Chains, Solar, Excessive Liquidity, Volatility, Crypto Implosion, GDP, Quantitative Easing, Stimulus, Oil, Labor Shortages, European Union, Energy Costs, Food Shortages, Tapering, Black Swan, Gold, Covid, PCE price index, Sanctions, Recession, NATO, Interest Rate Hikes, Inventories, Ukraine, Vaccines, Worry-Filled Market, China, War Economy, Bubbles, Russia, Fed, Semiconductors, Inverted Yield Curve, Immigration, …

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Accelerated Change

Luis Rubio “The future is already here, wrote the novelist William Gibson; it’s just not evenly distributed.” The change that the world is experiencing is unstoppable and taking place on all fronts, some benign and others exceedingly risky. In recent weeks a series of news reports …

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