Many have profited from MXN carry in the first half of 2023. But is there more left to squeeze out or is it running on fumes? We give our take here and assess the structural patterns at play in Mexico in relation to recent performance and the geopolitical climate.
A historic gas sabotage and FX crisis. We have enough to look at in Europe this week. Here is my take on how to seek shelter from the current crisis. Enjoy!