Eurasia Group 2024 Top Risks
Ian Bremmer (President), Cliff Kupchan (Chairman) To read the whole document, the controls for turning pages and zooming in or out are at the bottom left corner above. Further Reading:
#China
Crossing the Abyss
Luis Rubio “You can observe a lot by just watching,” said the great baseball icon Yogi Berra. There are few things as sobering as the way that campaigns for the presidency are coming to take shape. Times of presidential succession are exceptional moments because they …
Luis Maizel’s Monthly Letter:
We begin the year hoping the world will recompose, but it seems unlikely. There is no doubt that many of the problems would end if they put a stop to Iran, a country that loves to create problems by using third parties and financing atrocities. …
On the eve of 2024.
Wars, polarization, and uncertainty reign in the immediate future. None of the forecasts at the beginning of the year* alerted us to the outcomes we experienced. The widely anticipated recession didn’t happen; the U.S. economy is growing with low unemployment and decreasing inflation. Growth across …
Education
Luis Rubio Nothing is more important for the development of a country than education. In fact, some of the nations that succeeded in breaking away from underdevelopment the fastest were precisely those that turned education into a vehicle to transform their countries in an integral …
Is Mexico rerouting from China?
Bank of America Global Research Carlos Capistran and Antonio Gabriel Key Takeaways -It’s unlikely. The increase in Mexican exports to the US has been more significant than the increase in Mexican imports from China. _ Mexico could be importing more from China because (1) it …
One year without peace
Antonio Navalón In the blink of an eye – which for some seemed too little for what was intended to be achieved, and for others, the wait seemed eternal – we have reached the last year of the six-year term of Andrés Manuel López Obrador …
JP Morgan Chief on the Dire State of the World
Jamie Dimon’s leadership of JPMorgan Chase has often brought a sense of stability to roiling financial markets. But when he looks at the conflicts in Gaza ( which he considers the highest and most important thing for the Western world), Ukraine, and elsewhere, combined with inflation and rising interest rates at home, he sees ominous …
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Debt
Percentage of World Debt Government Debt by Country in Advanced Economies Gross public sector debt as a proportion of GDP External debt as a share of GNI, 2021 Developing Countries Receiving the Most Loans from China Graph: on visualcapitalist.com Public Debt to GDP Ratios 2005-2027P The rise …
Luis Maizel’s Monthly Letter: The youth in crisis.
Today, I begin my letter with an issue that has been worrying me for some time, which seems even more serious today. The new generation of young people known as Generation Z, the next generation of millennials, seems not to find its way and is …