Next week brings the confluence of the BRICS Summit in Kazan, Russia and the IMF/World Bank Annual meetings in Washington. The timing seems unlikely to be coincidental but will make for a lot of global macro and geopolitical headlines. As I’ll be watching for news from the first and attending the latter (reach out if… Continue reading Some things I’m Watching at the BRICS+ and IMF Meetings
Tag: brics
Mexico and Brazil: Beneficiaries of the Fed Pause and Trade Rerouting
Over the last year, Brazil and Mexico have benefited from the shifting trade relationships and more recently the global disinflationary trends. While the trade vectors are different – Brazil is a rare source of new commodity exports, while Mexico is a near-shoring or China divestment winner, both stand out for their extensive (perhaps over active)… Continue reading Mexico and Brazil: Beneficiaries of the Fed Pause and Trade Rerouting
Ziemba Insights 