Mexico

There Will Be No Going Back: Wall Street’s Confounding Optimism Over An Elusive Trade Deal With China

A sharp disconnect is emerging between America’s economic reality and Wall Street’s curiously blind optimism about the future, reflected in another record-setting streak for US stock prices despite a weakening…

December 2, 2019 Pedro Nicolaci da Costa

Emerging Markets: What To Watch This Week

Israel January trade data is due out on Wednesday and January CPI will be reported Friday. Sluggish growth and low…

02.11.2019 Emerging Market Views

Emerging Markets: What To Watch This Week

Mexico Banco de Mexico (Banixco) meets Thursday and is expected to hike rates 25 basis points to 8.25 percent. Mexico‘s…

12.17.2018 Emerging Market Views

Mexico’s New President Must Tackle Inequality

The new president of Mexico has a unique opportunity to turn a period of relative economic stability for the country…

11.19.2018 Pedro Nicolaci da Costa

Emerging Markets: What To Watch This Week

South Africa reports September money and credit data Monday. Both are expected to slow from August. Third quarter unemployment will be…

10.29.2018 Emerging Market Views

NAFTA 2.0: A Rewrite That Doesn’t Ease Tensions

The revised NAFTA deal relieves uncertainty for Canada and avoids a possible Mexican barrier to ratification. But what does it…

10.04.2018 Eric Winograd

Mexico’s Energy Reform: Some Clues On Obrador

When soon-to-be former President Enrique Peña Nieto announced his government’s energy reform before Mexico’s congress in December 2013 he proclaimed,…

09.26.2018 Indranil Ghosh

Auto Tariffs And Potential Havoc On The Global Economy

From steel to engines to whole cars, tariffs are shifting the playing field for automakers. Our credit analysis suggests there…

09.10.2018 Douglas J. Peebles

Mexican Election Brings Energy, Trade Into Focus

President-elect eyes expansion of refining capacity and gas production. Andrés Manuel López Obrador decisively won the Mexican presidential election on July…

08.15.2018 Dawn Kissi

Trump’s Trade ‘Spats’ Risking A Global Currency War

Donald Trump’s multi-front trade disputes are gradually turning into something that could be even more damaging to the global economy:…

08.03.2018 Pedro Nicolaci da Costa

The Next 12 Months For Global Investors

Emerging market opportunities for global investors in 2018.

04.02.2018 Steve Brice

Latin America’s Week Ahead

A view on what to watch across Latin American markets this week. Chile: The central bank’s survey of expectations for March…

03.12.2018 Emerging Market Views

Key Risks For Mexico As NAFTA Negotiations Continue

Uncertainty about the future of the North American Free Trade Agreement (NAFTA) continues to cloud the outlook for Mexico, the…

02.27.2018 Dawn Kissi

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BRICS

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Emerging Markets

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China

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Analysis

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Commodities

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MINT

Emerging Markets

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Opinion

There Will Be No Going Back: Wall Street’s Confounding Optimism Over An Elusive Trade Deal With China

Pedro Nicolaci da Costa
Africa

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Africa

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FRONTIER

Frontier Markets

Could Vietnam Be Ready To Fill China’s Supply Chain Gaps?

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Emerging Markets

Emerging Markets: Where Next For Economic Development, ESG and FDI?

Robert Quartly-Janeiro
Analysis

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Dr. George T. Abed
Emerging Markets

Asia’s Increasing Importance To World Markets

Christopher Fix
Commodities

China’s Move To Clean Energy Is Driving Natural Gas Demand

Christopher Fix