Yes, We Were Right
View Post In 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 far. The essence of it is explained in the first paragraph: “Let’s begin at the …
Special Reports
Artificial Intelligence and the Economy: Implications for Central Banks
Key takeaways To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above. Further Reading:
The Geopolitics of De-Dollarization
In December, we published a global perspective at the end of 2023 and what could be expected this year in a special report titled “On the Eve of 2024.” In it, among many other things, we mentioned that some Central Banks and Sovereign funds had …
Mexican Post Electoral Report
Executive Summary The 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 so-calledMexican transition to democracy is displaced from the center of theelectoral map.● Morena, Partido Verde …
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 rally. To read the whole document, the controls for turning pages and zooming in or out …
Eurasia Group Downgrades Mexico’s Trajectory
Mexiico. Downgrading short- and long-term trajectories due to reduced judicial independence and higher structural fiscal spending
Luis Maizel’s Monthly Letter: Habemus President
This month, I will start with the analysis of Mexico since the dramatic, still not so surprising, outcome of the elections creates a situation never seen before, where a populist government, without counterweights, can implement policies and change laws according to its government plan and …
Mexico, June 2nd, 2024: the end of a cycle.
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 the democratic experience and submit to an autocracy that concentrates all the power of the State in a single person. That is all there is to it.
DEA National Drug Threat Assessment
Executive Summary Fentanyl is the deadliest drug threat the United States has ever faced, killing nearly 38,000 Americans in the first six months of 2023 alone. Fentanyl and other synthetic drugs, like methamphetamine, are responsible for nearly all of the fatal drug overdoses and poisonings in …
Luis Maizel’s Monthly Letter: Could there be a Xóchitl miracle in Mexico?
When you read this letter, we will be exactly one month away from the presidential elections. After the second debate, in which Xóchitl looked much better than in the first one, I feel that the scales have evened out a little bit, although Claudia is …