Category: Latin America
The Nations Likely To Win, Not Lose, From Trump’s Tariffs
Trump’s coming trade war will drive more supply chains out of China, opening opportunities for select others to fill the gaps…
Americas First?’ A Second Trump Term Could Be A Renaissance For Latin America
The prospect of Donald Trump returning to the White House in 2025 has sparked intense discussion about the future of U.S.-Latin American relations. While critics focus on potential tensions, a closer examination reveals how Trump’s “America First” approach could catalyze a long-overdue transformation in hemispheric relations, ultimately benefiting both the U.S. and its southern neighbors…
The Unfulfilled Promise Of Biden’s Foreign Policy
President Biden entered office with a wealth of foreign policy experience and the promise to restore American leadership on the global stage. Yet, as his term nears its end, his administration’s handling of international crises raises questions about the effectiveness of his approach…
Top Foreign Policy Issues Facing Next U.S. President on Day 1
The 2024 U.S. presidential election is in full swing with candidates talking economic policy but partially skirting round foreign policy challenges. The foreign policy debate has been limited with most commentary focused on whether the policy will be more “arrogant” or “predictable”, neither of which are informative descriptions for a candidate or directionally insightful as a strategy. The next U.S. president will face several key issues on day 1 and, while temperament can be part of the test, there is a question of policy answers and details…
Top 10 Economies To Watch In 2024
2024 is the year of elections…for most voters, “It’s the economy, stupid” may reign supreme…these are 10 bellwether economies to watch in 2024…
Three Inputs Often Overlooked In The Energy Transition Process
Recent legislation in the U.S. and Europe (and a war in Ukraine) is accelerating energy transition. Yet, the overhaul of policy requires significant change in other aspects of the economic system and individual livelihoods – in particular, the limited resources of metals and rare earth elements, water and land become significantly more important.
Top 10 Economies To Watch In 2023
Everyone knows economists have a poor track record of predicting recessions. Yet, it is hard to ignore the growing consensus among economists that the combination of inflation and interest rate hikes alongside tempered Chinese demand and US economic uncertainty could be the perfect storm for a global recession.
Those same economists, however, disagree on the depth and length of a potential recession as well as the underlying indicators that will answer their questions. Thus, instead of agreeing on a list of indicators, let’s focus on some countries that could be bellwethers for changing headwinds in 2023…
Qatar’s World Cup Gives Hope to Other Aspiring Countries
Qatar’s bid to host this year’s World Cup was always going to be controversial: the summers are too hot; there are not enough stadiums, hotels, and other necessary facilities; the country does not have a football culture. Still, the question of money and its influence in football should not overshadow the globalization of the sport. This World Cup is likely the prologue to more star Arab football players and maybe another Arab country hosting it…
Distressed Investors Are Watching These Markets
To think many people predicted 2021 couldn’t get any worse than 2020. Little did they know that 2021 would bring delta, omicron, and inflation with a lot of messiness in-between. The result is 2022 will be volatile with a covid overhang and inflation coupled with aggressive interest rate hikes (by the U.S. Federal Reserve and other similar authorities across the globe) to combat the inflation – as a result, 2022 may present more distress than 2021. These are the markets distressed investors will, as a result, be watching in 2022.
