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Category: mexico

Independence Day: Full Week Ahead Preview

July 1, 2018July 6, 2018

Fireworks.

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2 Comments on Independence Day: Full Week Ahead Preview

‘Really Bad Accidents’: Playing The Strategic Trade War Game

June 8, 2018

You de-escalate. No, you de-escalate. No…

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4 Comments on ‘Really Bad Accidents’: Playing The Strategic Trade War Game

Forget The Bombs, Buy The Stocks.

May 10, 2018May 10, 2018

Risk on.

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oil1 Comment on Forget The Bombs, Buy The Stocks.

Bad Things Come In 3s.

April 23, 2018

This was just the kind of day that makes you dread the rest of the week.

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oil1 Comment on Bad Things Come In 3s.

Around The World In 1,200 Words: Full Week Ahead Preview

April 22, 2018April 22, 2018

As usual, lots on the docket.

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‘Oh, My God’: Full Week Ahead Preview

April 15, 2018April 15, 2018

Plenty to fret about (and laugh at).

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oil, OPEC2 Comments on ‘Oh, My God’: Full Week Ahead Preview

Never A Dull Moment.

April 4, 2018April 4, 2018

If this were a reality TV show, the ratings would indeed be “tremendous”.

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The 3 ‘T’s: Full Week Ahead Preview

April 1, 2018April 1, 2018

In essence, the same things everyone was watching last week (e.g. tech, trade, Trump) will be in focus again…

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7 Comments on The 3 ‘T’s: Full Week Ahead Preview

This Means War.

March 1, 2018March 2, 2018

Thursday went swimmingly.

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oil9 Comments on This Means War.

As The Rally Steams Ahead, How Worried Should You Be About NAFTA And Trade Wars?

January 27, 2018

As we saw this week, they’re not so good at being subtle. 

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DACA Schoen: Full Week Ahead Preview

January 14, 2018January 14, 2018

All eyes on (geo)politics. And Canada. Of course.

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Cities Upon Hills And Castles In The Sky.

January 12, 2018January 12, 2018

Thank God it’s Friday.

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Chinese Checkers.

January 10, 2018

Headlines aplenty.

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oil2 Comments on Chinese Checkers.

Thanks A Lot: Full Week Ahead Preview

November 19, 2017November 19, 2017

Holiday road.

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1 Comment on Thanks A Lot: Full Week Ahead Preview

Fireworks.

October 25, 2017October 25, 2017

“…or what counts as ‘fireworks.'”

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3 Comments on Fireworks.

The Great Flood

August 28, 2017

Although I can’t imagine why…

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3 Comments on The Great Flood

As Peso Slides, Mexico Reminds Trump: ‘We’re Not Paying For That Wall Under Any Circumstances’

August 27, 2017August 27, 2017

On the bright side…

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2 Comments on As Peso Slides, Mexico Reminds Trump: ‘We’re Not Paying For That Wall Under Any Circumstances’

Friday Humor (“Trump’d”)

January 27, 2017

“Sad”…

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1 Comment on Friday Humor (“Trump’d”)

Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)

January 27, 2017January 27, 2017

As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,

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Why I Fully Support Trump’s Border Wall

January 25, 2017January 25, 2017

I’ve gotten a lot of mail lately regarding my perceived aversion to Donald Trump’s agenda and while I initially brushed off the criticism, I had an epiphany last night.
Yes indeed, I had a “come to Jesus” moment and as of Wednesday afternoon I fully support this “big, beautiful” wall. Let me tell you why…

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5 Comments on Why I Fully Support Trump’s Border Wall

How Is The Market Pricing A NAFTA Rethink?

January 25, 2017

I’d say it’s probably fair to suspect that when it comes to renegotiating NAFTA (“the

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1 Comment on How Is The Market Pricing A NAFTA Rethink?

Gun To Your Head, Which Do You Go Long: Mexican Peso Or Turkish Lira?

January 13, 2017

“Choose wisely”…

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3 Comments on Gun To Your Head, Which Do You Go Long: Mexican Peso Or Turkish Lira?

Mexico To Buy Twitter?

January 12, 2017

“Instead of spending its precious reserves to defend the peso, Mexico should just buy Twitter Inc. — at a cost of about $12 billion — and immediately shut it down.” They’ve got the money so what the hell, right?

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2 Comments on Mexico To Buy Twitter?

Daily Kickstart (Dollar Doldrums)

January 12, 2017

Oh how the mighty (greenback) has fallen. The consensus trade of 2017 is having a rough

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Daily Kickstart (Dear Mexico, We’re Sorry About All This)

January 11, 2017

I think I can probably sum up Wednesday with one sentence and one chart…

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GM Gets “Lockheed Martin’d” In Trump Tweet

January 3, 2017

Look out, it’s a Twitter tape bomb!

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1 Comment on GM Gets “Lockheed Martin’d” In Trump Tweet

These Are The States That Would Be Most Hurt If Trump Rips Up NAFTA

December 18, 2016

Donald Trump likes to extol the virtues of “good” deals. He also likes to bemoan

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2 Comments on These Are The States That Would Be Most Hurt If Trump Rips Up NAFTA

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Monthly Letter+

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Monthly Letters

42

March 6, 2026March 6, 2026

Resignation

January 30, 2026January 30, 2026

The Noriega Analogue

January 3, 2026January 3, 2026

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