3 May 2017 The Mexican peso has enjoyed a nice rebound in 2017 following its collapse in recent years. With the Trump administration’s approach to its relationship with Mexico seemingly in a constant state of flux, investors are left to consider whether it is too late to buy the MXN or if this year’s bounce … Continue reading Mexican Peso: You Haven’t Missed It!
Despite the recent rally, in real terms the Mexican peso remains near the lows seen during the 1994 Tequila crisis!
An excellent discussion of the fiscal, labour market, and competitiveness issues which will confront the new resident of the Elysee Palace. France IMF June 2016
24 April 2017 After the most unpredictable and consequential election in recent French history, Emmanuel Macron and Marion Le Pen have advanced to the second round run-off on May 7. Even with the field now reduced to two candidates, however, the nation still faces a stark choice, as the candidates represent distinctly different visions about … Continue reading Macron Victory: Stay Overweight Europe For Now