The Tariffs are here. Or they seem to be. President Trump signed executive orders over the weekend imposing import taxes on goods from Canada, Mexico and China, as he has threatened since late November. If implemented, these are only likely the first of many waves of tariffs, but Trump is definitely starting off with a bang, imposing… Continue reading The Tariffs are Here: What do we Know?
Tag: Mexico
Mexican Macro Check-up: Contradictions Remain, adding to Chronic Problems
The unexpected departure of Mexican Finance Minister Carlos Urzua sparked concern and market pressure, particularly as it was punctuated with a powerful departure letter criticizing the lack of support for evidence based policy and many economic “discrepancies” in policymaking. The move, not entirely surprising, comes amid concerns about political pressure on economic policy not only… Continue reading Mexican Macro Check-up: Contradictions Remain, adding to Chronic Problems
Mexican Energy: Recalibration or Major Shift
In mid-March, I had the honor of presenting at the Joint AJC-Consulate of Canada-Consulate of Mexican event on Energy Transitions in NYC. The event ranged from issues of energy transition and risk across North America and Globally - a very wide remit. For me, it was an opportunity to take stock of the uncertain energy… Continue reading Mexican Energy: Recalibration or Major Shift
Ziemba Insights 