Mexico
Exclusive Banxico Post-Decision Report: Changing it up?
Banxico held its overnight policy rate at 6.50%, in line with expectations, but materially softened its forward guidance.
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Exclusive Banxico preview: Wait and see
We expect Banxico to hold the overnight rate at 6.50% when it announces its decision on Thursday, September 24.
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Exclusive MXN Market Musings: Technically Speaking
USD/MXN recently confirmed a close below 17 for the first time since May 2024. This break has led us to revise our forecasts lower and we now expect a move to 16.5.
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Exclusive Deal on the Horizon?
The Trump Administration has granted Canada a three-day extension before enforcing new tariffs under Section 338, citing progress toward a potential deal.
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Exclusive Banxico Post-Decision Report: Pledge to hold
Banxico left the policy rate unchanged at 6.50% on August 6.
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Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
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