Newsletter | The Investment Case

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Every issue, every week.

Market Moves

Where markets closed and why.

Weekly performance of Mexico's IPC, Brazil's Ibovespa, and the currencies that drive them. Returns in context, not just in isolation.

Central Bank Watch

Banxico, BCB, and what they signal.

Rate decisions, inflation prints, and policy minutes, translated into what they mean for equities and the broader investment thesis.

What's Ahead

The events that matter next week.

Key macro releases, central bank calendars, and company events across the region, flagged before they move markets, not after.

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The Case

by The Investment Case

Issue No. 1
March 2026

LatAm Pause: MXN & BRL Hold Firm

Mexican and Brazilian assets are showing resilience amid global rate uncertainty. Banxico minutes signaled a likely pause in easing (core CPI +4.2% YoY in Feb), while Brazil's central bank kept Selic steady at 11.75% with hawkish bias.

IPC closed the week -0.8% while Brazil's Ibovespa gained +1.2%, highlighting divergent domestic drivers.

MXN -0.6% to 17.74/USD and BRL -1.1% to 5.78/USD this week, both pressured by stronger USD amid Middle East tensions.

Key events ahead: Brazil fiscal update on Wednesday March 25 and Banxico rate decision on Thursday March 26.

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