Country Focus
Mexico: An EM Star Amid A Tariff War
Mexico will be one of the biggest winners of the global trade war, creating a structural tailwind for its assets. Mexican risk assets and the peso are uniquely positioned to outperform while EM assets suffer as global growth slumps. First, Mexico’s…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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