Financial flows, industrial policy, debt, currencies, and global architecture.
Artificial intelligence may be a real technological revolution and, at the same time, generate a partial market bubble. The question is not whether AI matters, but how much of current value already depends on excessively perfect expectations.
Read articleGlobal trade fragmentation does not imply total deglobalization. It implies a more political geography of trade, where Latin America can gain relevance if it avoids a purely extractive insertion.
Read articleEurope faces a structural dilemma: it needs to become more resilient without ceasing to be open. That tensión is redesigning its economic policy and geopolitical language.
Read articleAfrica has become indispensable for critical minerals, corridors, and future demand. The challenge is turning that centrality into indigenous industrial capacity.
Read articleIn the short term, global transformations filter through apparently technical measures. Over the long term, those measures redefine hierarchies.
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