What's going on with the (super?) Mexican peso? With Enrique Covarrubias of Actinver and Geronimo Mansutti
Description
Enrique Covarrubias, Actinver's Chief Economist, joins this episode of the Emerging Markets podcast to walks us through the recent performance of the peso, from its significant appreciation since 2020 to the recent volatility
that made it the worst-performing major currency this quarter. Hosted by Tellimer's Senior LatAm Economist Geronimo Mansutti, CFA, the two discuss the 27 June monetary policy decision, how to think about the Bank of
Mexico's decision-making process, and the short and mid-term outlook for Mexico’s monetary policy.
NOTE: This podcast was recorded on 28 June 2024 at 14:30 UK time.
The Emerging Markets Podcast by Tellimer – the single point of entry to EM research and data. Edited and produced by Cira Sarker. Artwork by Kristian Klamar.
Check out the full Tellimer offering here.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
DISCLAIMER
This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.
Hasnain Malik, Emerging and Frontier Markets Strategist at Tellimer, hosts this episode of the Emerging Markets Podcast and sits down with Steven Quattry, Portfolio Manager for the NextGen Emerging Markets strategy at Morgan Stanley Investment Management. Together, they take a tour through the...
Published 10/30/24
Join Tellimer’s Senior Economist Patrick Curran as he sits down with Lee Buchheit to discuss Lee's recent paper with Gregory Makoff entitled “A Better Value Recovery Mechanism for Sovereign Debt Restructurings.” Patrick also picks Lee’s brain about a range of developments across the sovereign...
Published 09/05/24