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Recent Posts
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Category Archives: Mexico
When Mexico’s President Tried To Get Me Fired
The Lunch That Changed My Career Shortly after joining a major money center bank as a young twenty-something economist, fresh from grad school and the World Bank, my boss instructed me to have lunch with two women, who were touring … Continue reading
IMF Analysis Of Nafta 2.0 = Potemkin Trade Deal
Summary IMF published a working paper on NAFTA 2.0 or the USMCA on March 26th The trade deal still needs Congressional approval The impact on GDP is negligible and the effects are relatively small at the aggregate level Trade is … Continue reading
Who is Mexico’s presidential front-runner ‘Amlo?’
North American geopolitics are about to get very interesting on Sunday. President Trump is about to meet his match. As far as the United States is concerned, if the Trump era has strained relations with Mexico, Amlo’s election could change … Continue reading
Mexico: Obrador holds 11-point lead
MEXICO CITY – Mexican leftist candidate Andrés Manuel López Obrador has a nearly 11 percentage point lead over his closest rival ahead of the July presidential election, a poll published by newspaper El Universal on Monday showed. López Obrador has capitalized on … Continue reading
Posted in Mexico, Politics, Uncategorized
Tagged El Universal, Mexico, Obrador, Polls, Presidential Election
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Why Mexicans support hard-left challenger Amlo – FT
General elections will be held in Mexico on 1 July 2018. Voters will elect a new president by plurality in a single round of voting to serve a six-year term. What do Mexicans make of the frontrunner hard-left candidate in the July presidential election, Andrés Manuel López Obrador … Continue reading
Posted in Mexico, Politics, Uncategorized
Tagged Andrés Manuel López Obrador, FT, Mexican Presidential Elections
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Emerging Markets: The Catch-Up Trade?
Emerging markets are finally starting to find a bid. The Brazilian Bovespa, after a nice reversal on Friday, came into the week down almost 10 percent with most other emerging market equity indices lagging the S&P500 in a big way. … Continue reading
Posted in BRICs, Equities, Mexico
Tagged Brazil, Catch-up, EEM, Emerging Markets, Equities, Mexico
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Stratfor: Mexico’s Reset with China
Stratfor Latin America Analyst Elias Kraushaar discusses how increasing trade and investment opportunities between Mexico and China will affect the future of the two countries’ bilateral relationship. For more analysis, visit: http://www.Stratfor.com (click here if video is not observable)