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MEXICO: MID-YEAR OUTLOOK
2025 Mid-Year Outlook: Your Go-To Compilation of Global Investment Perspectives
Jun 27 • 
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Aldo’s Substack
MEXICO: MID-YEAR OUTLOOK
MEXICO: VECTOR CASA DE BOLSA
Vector Casa de Bolsa, CIBanco, and Intercam Banco were flagged by the U.S. Treasury for allegedly laundering money linked to fentanyl trafficking.
Jun 26 • 
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MEXICO: VECTOR CASA DE BOLSA
MEXICO: TARIFFS DEADLINE
Approaching Tariff Deadline on July 9, 2025 Sparks Divergent Market Views on Economic Impact and Policy Outcomes.
Jun 25 • 
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Aldo’s Substack
MEXICO: TARIFFS DEADLINE
MEXICO: NATO DEFENSE SPENDING
Trump shook NATO in 2018 by warning the U.S. could go its “own way” if allies didn’t boost defense spending. The Iran strikes are a fresh reminder of…
Jun 24 • 
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Aldo’s Substack
MEXICO: NATO DEFENSE SPENDING
MEXICO: "MIDNIGHT HAMMER" STRIKE
U.S. President Donald Trump described the damage as “monumental” after the U.S. hit three Iranian nuclear sites, though the U.S. assessment was…
Jun 23 • 
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Aldo’s Substack
MEXICO: "MIDNIGHT HAMMER" STRIKE
MEXICO: US-IRAN CONFLICT
Iran’s Supreme Leader Ayatollah Khamenei rejected U.S. calls for surrender and warned that American military action would bring “irreparable damage.”
Jun 20 • 
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MEXICO: US-IRAN CONFLICT
MEXICO: US TAX BILL
President Trump’s tax and budget bill is projected to increase the U.S. deficit by $2.8 trillion over the next decade, according to an analysis released…
Jun 18 • 
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MEXICO: US TAX BILL
MEXICO: US RESHORING
President Trump’s policies have the potential to benefit the U.S. industrials sector, in particular domestic and cyclical areas of the market.
Jun 17 • 
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MEXICO: US RESHORING
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MEXICO: US INFLATION FORECAST
Economists say tariffs are affecting prices, but not enough yet to show up in broad inflation measures like the CPI. They expect a more noticeable…
Jun 16 • 
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Aldo’s Substack
MEXICO: US INFLATION FORECAST
MEXICO: ISRAEL-IRAN CONFLICT
Any war with Iran would come at a high cost to the U.S., as its bases across the Gulf region would be vulnerable to Iranian missile strikes.
Jun 13 • 
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MEXICO: ISRAEL-IRAN CONFLICT
MEXICO: GOLD
Central banks' strong demand made gold the world's second-largest reserve asset in 2024, a European Central Bank report revealed Wednesday.
Jun 12 • 
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MEXICO: GOLD
MEXICO: GLOBAL ECONOMY
Trade tariffs trigger structural economic damage as World Bank and OECD slash global growth forecasts while Fitch downgrades government bonds outlook.
Jun 11 • 
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Aldo’s Substack
MEXICO: GLOBAL ECONOMY
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