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    April 23, 2025

    Global | Geopolitical decoupling and renewable energy

    In this global scenario where very little is certain, the transition to a decarbonized economy is also being called into question. The US decoupling in climate policies and the promotion of renewable energy seems clear.

    April 22, 2025

    Mexico | Mexico's tariff puzzle: trickier than it seems

    The "Plan Mexico" is emerging as a key initiative to mitigate the tariff shock and reposition the country as an attractive destination for investment. Mexico holds a relatively favorable position among the five largest exporters to the United States, which could revitalize Foreign Direct Investment (FDI) inflows.

    April 7, 2025

    Latam | Economic normalization amid an uncertain environment

    The last months of 2024 gave some glimpses of the challenges Latam could face in the coming years. However, looking beyond the first quarter of 2025, some—albeit not all—of these warning signs have faded.

    April 4, 2025

    Global | Unraveling the impact of a carbon price shock on macroeconomic variables

    This study analyzes the macroeconomic effects of carbon price shocks (EU-ETS) via a SVAR with Narrative Sign Restrictions. Facilitating identification and isolating shocks from demand factors, results indicate a stronger economic impact than previous carbon policy studies, but milder than recent works focused on the EU-ETS.

    April 3, 2025

    Mexico|Mexico to face relatively lower protectionism, potentially revitalizing nearshoring

    On April 2, 2025, the White House issued an executive order introducing reciprocal tariffs aimed at regulating U.S. trade and reducing the trade deficit. A baseline 10% tariff will take effect on April 5, while country-specific reciprocal tariffs will be implemented starting April 9.