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Longer-form analysis on Mexican and Latin American markets. Extended coverage of the themes, companies, and macro developments we follow.

25 Articles

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Macro Jun 22, 2026 8 min read

Trapped at 6.50%: Banxico's Pause Is a Corner, Not a Choice

Everyone expects Banxico to hold at 6.50% on Thursday. The unanimity is the tell. Inflation is turning back up on the World Cup, the economy is contracting, and the Fed just flipped hawkish. The pause looks like discipline. It is a corner.

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Macro Jul 6, 2026 9 min read

Five Presidents, Five Playbooks: Where Latin America's Rightward Turn Actually Pays

Latin America elected nine right-leaning presidents, but the rightward turn is not one trade. It is a commodities and financials story with five separate risk profiles, and the strength of each new mandate tells you whether to own the president or just the resource underneath him.

Showing 25 articles

July 2026

Jul 6 Macro Five Presidents, Five Playbooks: Where Latin America's Rightward Turn Actually Pays 9 min

June 2026

Jun 29 Earnings Analysis Nemak's 15% Problem: Revenue Up, Profit Down, Volume Hidden 10 min

Jun 22 Macro Trapped at 6.50%: Banxico's Pause Is a Corner, Not a Choice 8 min

Jun 15 Market Commentary The Peso Survived a War. The Fed Is the Real Risk. 6 min

Jun 8 Market Commentary The World Cup Boom That Never Arrives: What Four Host Countries Tell Mexico's Investors 11 min

May 2026

May 25 Market Commentary Mexico Signed a Trade Deal With Europe. The Audience Was Washington. 7 min

May 18 Market Commentary Pemex Called Petrobras. That Tells You Everything About Mexico's Oil Problem. 9 min

May 11 Sector Analysis Five Years, Zero IPOs, Then Compass: Latin America's Capital Markets Are Reopening, But Not Where You Think 9 min

May 1 Macro The Credibility Premium: Brazil Cuts, Mexico Stops, and What the Difference Actually Means 9 min

April 2026

Apr 27 Market Commentary One Year of Tariffs: Mexico Exported More, But the Easy Part Is Over 7 min

Apr 22 Sector Analysis The USMCA Negotiation Is Sector-by-Sector. Your Portfolio Should Be Too. 9 min

Apr 11 Market Commentary What the Ceasefire Trade Looks Like Across Latin America 9 min

Apr 4 Sector Analysis The Iran Oil Shock Is a Banxico Story, Not an IPC Story 7 min

March 2026

Mar 28 Market Commentary Q1 2026 in Review: What Actually Happened in Mexican Markets 8 min

Mar 21 Macro Banxico Cuts to 6.75%: What the 3-2 Vote Tells You About What Comes Next 6 min

Mar 14 Sector Analysis Mexico's Oil Paradox: Why OPEC Turmoil Barely Moves the IPC 7 min

Mar 7 Market Commentary Three Central Banks, One Week: What the Fed, ECB, and Banxico Decisions Mean Together 9 min

February 2026

Feb 28 Macro Mexico's FDI Numbers Look Strong. Here Is What They Are Not Telling You. 6 min

Feb 21 Earnings Analysis Alsea Q4 2025: The Refinancing Changes Everything 10 min

Feb 14 Market Commentary The Peso Is Holding. That Is the Story Nobody Is Writing. 5 min

Feb 7 Sector Analysis Airport Concessions in Mexico: Three Operators, Three Different Bets 8 min

January 2026

Jan 31 Macro USMCA Review: What Investors Should Expect (and What to Ignore) 7 min

Jan 24 Market Commentary 2026 Outlook: Five Trades We Are Watching in Mexico 11 min

Jan 17 Earnings Analysis Gentera FY 2025: Loan Book Growth Is Slowing. Is That Actually Bad? 7 min

Jan 10 Sector Analysis Industrial FIBRAs: The Nearshoring Play Hiding in Plain Sight 9 min