Mexico
Exclusive Banxico Post-Decision Report: Nothing to see here...
Banxico left the policy rate unchanged at 6.50% at the June 25 meeting.
Research
Exclusive Banxico Preview: Soft growth, cool inflation, sticky risks
We expect Banxico to hold the overnight policy rate at 6.50% at the June 25 decision.
Research
Exclusive USMCA Update: Free trade abandoning the free world?
The USMCA is unlikely to be renewed for a full 16-year extension by July 1, 2026 and we instead expect it to enter a rolling one-year review period, extending uncertainty
Research
Exclusive MXN Market Musings: Volatile times, but low implied volatility
MXN has appreciated 3.57% against USD year-to-date, but has depreciated on a month-to-date view.
Research
Exclusive MXN Musings: Rates down, USD/MXN higher
We’re forecasting USD/MXN up to 17.9 on a 3-month view.
Research
Exclusive North American Agribusiness Quarterly Q2 2026
An outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.
Update