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Category: peso

Pavlovian Response.

June 10, 2019June 10, 2019

…even as most folks seem wary of the nascent bounce off the May swoon.

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Cut It Out: Full Week Ahead Preview

June 9, 2019November 9, 2021

“Risk-positive”?

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‘Systemic Risk Is High’: September Has Already Been Cruel To Emerging Markets

September 4, 2018September 4, 2018

Things have taken a decisive turn for the worst in emerging markets after a brief, mid-August reprieve.

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In Argentina: ‘Emergency’

September 3, 2018September 3, 2018

“We ask those who have more capacity to contribute.”

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Battered And Bruised After Rough Month, Emerging Markets Warily Eye The Road Ahead

August 31, 2018October 14, 2021

The pain was widespread.

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There’s Blood In The Water For Emerging Markets – Again

August 30, 2018August 30, 2018

It’s not over.

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Northern Exposure: What Wall Street Thinks Of Trump’s NAFTA Replacement Deal

August 27, 2018August 28, 2018

“On its face, the US negotiating stance appears to create some risk for Canada.”

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Trump Strikes Trade Deal With Mexico, Renames NAFTA

August 27, 2018August 27, 2018

“We’ll get rid of the Nafta name.”

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There’s News On NAFTA, And For Once It Isn’t Terrible

August 26, 2018August 26, 2018

Anything that isn’t bad news is great news.

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Concerned Citizens: Full Week Ahead Preview

August 19, 2018October 15, 2021

New week, same issues. But let’s talk about them anyway.

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Argentina Races Thunderstorm With Monday Panic Hike

August 13, 2018August 13, 2018

“They had to do something”.

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Independence Day: Full Week Ahead Preview

July 1, 2018July 6, 2018

Fireworks.

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Silence Is Golden.

June 28, 2018June 28, 2018

Don’t expect it to last.

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With Friends Like You.

May 31, 2018May 31, 2018

Who needs allies, anyway?

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Forget The Bombs, Buy The Stocks.

May 10, 2018May 10, 2018

Risk on.

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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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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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A Bit Of Confusion.

April 19, 2018April 19, 2018

Well, that was interesting.

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Steel Yourself.

March 8, 2018March 8, 2018

Headlines aplenty and a man on fire.

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This Means War.

March 1, 2018March 2, 2018

Thursday went swimmingly.

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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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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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Thanks A Lot: Full Week Ahead Preview

November 19, 2017November 19, 2017

Holiday road.

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Fireworks.

October 25, 2017October 25, 2017

“…or what counts as ‘fireworks.'”

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Peso Surges On Banxico Hedges Headline

October 25, 2017October 25, 2017

BANXICO TO INCREASE FX HEDGES AUCTIONS BY $4B

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Monthly Letter

  • The Arbitrageur

Recent Comments

  • dayjob on File It Under ‘Could’ve Been Worse’
  • dayjob on Weekly: God Risk Realized
  • Wave Dash on Weekly: God Risk Realized
  • therealheisenberg on SpaceX The Hyper-Scaler

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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