Economy
Mexico
BMI View: According to weekly data from Mexico's central bank, foreign reserves hit US$103.4bn on July 23, a whopping 40.7% increase from the same period in 2009. As the monetary...
2010-07-30Mexico
In late May we argued that US leading economic indicators looked to have peaked (see our online service, May 24, 'No More Hikes In 2010'), and recently released durable goods orders...
2010-07-30Mexico
BMI View: From an industry perspective we are turning increasingly positive towards the investment outlook for Mexico's autos and infrastructure sectors, with potentially strong positive...
2010-07-23Mexico
We believe Mexican trade data is already showing signs of waning demand from the US, with two consecutive months of lower volumes (in US$ terms) in April and May. With imports following...
2010-06-29Mexico
BMI View: While Mexico's fiscal health is being kept in check for the time being, which is helping local debt yields, we see potential for a significant deterioration in investor...
2010-06-29Mexico
Latest data reveal that Mexico's economy grew for the first time since the final quarter of 2008 in Q110, with Latin America's second-largest economy expanding 4.3% year-on-year (y-o-y)....
2010-06-03Mexico
BMI View: Despite record foreign capital inflows in Q110, we remain wary towards Mexico's longer-term balance of payments outlook. With the first quarter likely to have been the...
2010-05-28Mexico
BMI View: We are becoming increasingly dovish towards Mexico's monetary policy outlook, as weak private consumption is exacerbated by what we expect to be another drop in US demand...
2010-05-24
