Bhanu Baweja de UBS dice que la economía mexicana se desacelerará durante más tiempo

The video discusses the economic slowdown in Mexico, highlighting a potential pause in growth and the likelihood of a recovery in the next period. Inflation is not decreasing as expected, which may lead to slightly weaker growth and higher inflation. The Bank of Mexico is expected to cut rates next year despite the Fed's rate hikes. Politically, the current government faces pressure, and a left-leaning government could impact trade negotiations with the US. The Mexican peso has performed well but may weaken modestly.

What is the expected impact of supply chain disruptions on Mexico's economy?

• Stronger growth and higher inflation

• Stronger growth and lower inflation

• Weaker growth and higher inflation

• No impact on growth or inflation

What is the Bank of Mexico expected to do next year despite the Federal Reserve's actions?

• Increase interest rates

• Maintain current interest rates

• Cut interest rates

• Stop all monetary policy changes

How might the upcoming elections affect the current government in Mexico?

• Have no effect

• Lead to immediate reforms

• Strengthen their position

• Put them under more pressure

What political risk is not currently priced into the Mexican peso?

• A right-leaning government

• Protectionism from the USA

• Increased trade with the US

• A stable political environment

What is the outlook for the Mexican peso after its strong performance this year?

• It will continue to strengthen significantly

• It will remain stable

• It will collapse

• It might weaken modestly