Tag Archives: Mexico

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

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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

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COTD: Trade With Mexico

(COTD = Chart of the Day)

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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  

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COTD: U.S. Job Killers, You Decide

. (COTD = Chart of the Day)

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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

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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)

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Three Fave Country ETFs

Our favorite country ETFs to start out the new year are Spain (EWP),  Mexico (EWW), and Korea (EWY). Spain has bolted out of the gates as the sovereign 10-year yield has fallen sharply, down 35 basis in just the first … Continue reading

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Daily Risk Monitor – October 1

Click on table to enlarge and for better resolution (click here if table is not observable)

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Stratfor: Mexico’s Drug War and Booming Economy

Stratfor Founder and Chairman George Friedman looks at significant changes in Mexico’s policy toward the drug cartels and the economy following U.S. President Barack Obama’s two-day visit to the country. For more analysis, visit: http://www.Stratfor.com (click here if video is … Continue reading

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