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 