The Commodities Feed: OPEC+ set to increase supply
Oil prices are weaker as OPEC+ confirms it will start reversing supply cuts, while tariff uncertainty is also hitting sentiment
North American construction outlook: US Trump boost comes at a cost for…
We see the US as the clear winner as President Trump's reshoring agenda puts Mexico and Canada on the back foot
President Trump announces tariffs on Canada, Mexico and China and the world…
President Trump announced new tariffs on Canada, Mexico, and China. We shed light on the timing, retaliation and economic impact, including Europe
Trump, tariffs and trade in 2025
We think markets are too negative on judicial reform in Mexico
North America Construction Outlook: Politics and policy rates test the…
North America construction outlook: Banking woes trigger risk of a hard landing
Construction in North America: US hands the baton to Canada and Mexico
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
Mexico: Policy stimulus has further to go
Mexico: Another (small) emergency rate cut
We have an OPEC+ deal
Mexico's prolonged stagnation
LATAM: Reversal of fortunes
Trade war concerns and the appreciation of the US dollar kept many LATAM currencies under pressure in 2019 but there were significant differences between…
Mexico: Monetary contraction is getting harder to justify
Low growth, low inflation and the moderately strong Peso should help consolidate a dovish outcome in this week’s monetary policy meeting. Risk of a…
USMCA: Where we stand and why it matters
Mexico: Recession worries deepen
Mexico: Headwinds intensify
Bond rally continues as Mexico tariffed
Mexico: Mixed signals for monetary policy
Mexico: Setting the stage for rate cuts
