Tag Archives: Mexico

Mexico: Obrador holds 11-point lead

MEXICO CITY – Mexican leftist candidate Andrés Manuel López Obrador has a nearly 11 percentage point lead over his closest rival ahead of the July presidential election, a poll published by newspaper El Universal on Monday showed. López Obrador has capitalized on … Continue reading

Posted in Mexico, Politics, Uncategorized | Tagged , , , , | Leave a comment

Every Little Thing They Do On Trade Is Tragic

And Half Baked. Every little thing they do on trade is tragic Everything they do is wrong Even though the politics are more dramatic Now I know trade diversion in steel is on — paraphrasing Sting’s, Every Little Thing She … Continue reading

Posted in Economics, President Trump | Tagged , , , , , , , , | Leave a comment

México Fuerte!

We are with you our brothers and sisters down in OH MEXICO!  Godspeed. Viva Mexico!     Wow!  So many natural disasters this month it’s starting to get downright biblical! Then there is the weakening of the nation-state as we … Continue reading

Posted in Quotes, Uncategorized | Tagged , | Leave a comment

Emerging Market Dollar Bonds: An Option Based Analysis

In my prior life I used to trade emerging market (EM) bonds and came up with the following analytical framework using options analysis to understand and teach the basic fundamental principles of how to value EM hard currency bonds.   The … Continue reading

Posted in Bonds, Uncategorized | Tagged , , , , , , , | Leave a comment

Talking ’bout Mexico – JT

So King David at thinkinthemorning.com sends over an article showing U.S. stocks with revenue exposure to Mexico.   Starts us thinking about who is smarter,  equity traders or currency traders,  who follows who,  or who is fooled by randomness? . … Continue reading

Posted in Currency, Equities, Geopolitical, Uncategorized | Tagged , , , | Leave a comment

COTD: Trade With Mexico

(COTD = Chart of the Day)

Posted in Economics, Uncategorized | Tagged , , | Leave a comment

Building a Wall Between the U.S. and Mexico – Stratfor

Stratfor Latin America Analyst Reggie Thompson discusses the steps that would have to be taken before the construction of a wall along the U.S.-Mexico border could begin. For more analysis, visit: http://www.Stratfor.com  

Posted in Geopolitical, Politics, Uncategorized | Tagged | Leave a comment

COTD: U.S. Job Killers, You Decide

. (COTD = Chart of the Day)

Image | Posted on by | Tagged , , , | Leave a comment

Martin Wolf on Mexico – FT

President Enrique Peña Nieto’s reformist makeover of Mexico has wowed markets and foreign investors, if not Mexicans. Martin Wolf, chief economics commentator at the Financial Times, talks to the FT’s John Paul Rathbone about the country’s prospects. For more video … Continue reading

Posted in Uncategorized | Tagged , , | Leave a comment

The week explained – Economist

IRAQ’S general election, instability in eastern Ukraine and Mexico’s reforms to the energy industry are three important stories that made the news this week. –  Economist (click here if video is not observable)

Posted in Video | Tagged , , , | Leave a comment