What Is Driving Reflation?

The video discusses the acceleration of the global economy, particularly in emerging markets, and the associated risks and opportunities. It highlights the reflationary environment driven by factors such as commodity rebounds, solid data from China, and growth expectations in the US and Europe. The discussion also covers the Mexican economy, focusing on asset prices, currency, and interest rates, with a particular emphasis on the impact of NAFTA negotiations. The analysis concludes with insights into trade positions and the Mexican peso.

What factors are contributing to the positive outlook in emerging market economies?

How has the relationship between the US and Mexico impacted financial asset prices?

What role does fiscal and monetary policy play in stabilizing the economy?

In what ways have commodity prices affected the economic environment discussed?

What are the implications of the potential renegotiation of NAFTA on Mexican asset prices?