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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+

  • Deterioration, Dissolution And Default

    May 29, 2023May 29, 2023

Week’s News

Dam It

June 6, 2023June 6, 2023

Zeitgeist 2023

June 3, 2023June 5, 2023

US Jobs Report Is Goldilocks With Caveat

June 2, 2023June 3, 2023

Rallies And Epochs

May 31, 2023June 1, 2023

China’s Rebound ‘Over’ Amid Dour Data, ‘Miserable’ Stocks

May 31, 2023June 2, 2023

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    Zeitgeist 2023
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  • Lessons From The Apparent Nord Stream Coverup
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  • Goldman Cuts US Recession Odds, 'Undoing' SVB-Inspired Revision
    Goldman Cuts US Recession Odds, 'Undoing' SVB-Inspired Revision
  • When A Pause Is Just A Pause
    When A Pause Is Just A Pause

Recent Comments

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  • Wave Dash on Goldman Cuts US Recession Odds, ‘Undoing’ SVB-Inspired Revision
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Monthly Letters

Deterioration, Dissolution And Default

May 29, 2023May 29, 2023

Reinventing Wheels

April 23, 2023May 29, 2023

Lost At Sea

March 11, 2023April 29, 2023

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