In the long run, Mexico will emerge as one of the biggest winners of US tariffs as the US diversifies supply chains away from China. In the medium term, however, a US growth slowdown and tariffs will push Mexico into recession. In EM portfolios, we remain overweight Mexican equities, domestic bonds, and sovereign credit. We are reiterating a buy on 10-year domestic bonds. Go long MXN versus CNH.
¿Interesado en el Resumen Ejecutivo de este informe?
Obtenga acceso instantáneo a este Resumen Ejecutivo de BCA Research.
Investigación BCA | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
- Compartir informe
Compartir Report
Temas
Mantente conectado con BCA
Recibe nuestros últimos eventos y análisis de investigación directamente en tu correo.