This survey includes an excellent assessment of the achievements and shortcomings of Mexico's ongoing reform program. The report provides also a comprehensive anaysis of how Mexico has become an important actor in the global maunfacturing supply chain. This will be a crucial issue in assessing what is at stake during any NAFTA negotiations. Mexico-2017-OECD-Survey
Nafta at 20
The Peterson Institute produces some of the best work on this topic. NAFTA at 20
European Inflation Declines in March
The fall in March CPI inflation is welcome news to the ECB. The decline indicates that the recent rise in prices was fully the result of higher energy costs. This news will allow the ECB to remain on hold this year. Low inflation, a cyclical economic acceleration, and easy monetary conditions point to higher equity … Continue reading European Inflation Declines in March
Eurpean PMI Confirms Economies Pick Up Steam
The March PMI release confirms that the European economy has accelerated since last summer. Stronger growth, low inflatio, and continued monetary accomodation supports the case that European equities will outperform the USA. http://www.tradingeconomics.com/euro-area/manufacturing-pmi