海外研报

GS oil tanker

US Elections & the MexicoChina Bridge vs. Buffer Debate

Chinese investment is a risk to Mexico's nearshoring narrative, not a means to achieve it. Mexico is acting as a China Buffer fending off Asian imports

WAGES, DOLLARS AND CRYPTOS

As my colleague, Dario Perkins, points out, the UK is the crowned king of devaluations. As a result, we will be taking a look back at the history of these devaluations over the next few months –