Tag: Mexico

Trump’s coming trade war will drive more supply chains out of China, opening opportunities for select others to fill the gaps…

The 2024 U.S. presidential election is in full swing with candidates talking economic policy but partially skirting round foreign policy challenges. The foreign policy debate has been limited with most commentary focused on whether the policy will be more “arrogant” or “predictable”, neither of which are informative descriptions for a candidate or directionally insightful as a strategy. The next U.S. president will face several key issues on day 1 and, while temperament can be part of the test, there is a question of policy answers and details…

2024 is the year of elections…for most voters, “It’s the economy, stupid” may reign supreme…these are 10 bellwether economies to watch in 2024…

To think many people predicted 2021 couldn’t get any worse than 2020. Little did they know that 2021 would bring delta, omicron, and inflation with a lot of messiness in-between. The result is 2022 will be volatile with a covid overhang and inflation coupled with aggressive interest rate hikes (by the U.S. Federal Reserve and other similar authorities across the globe) to combat the inflation – as a result, 2022 may present more distress than 2021. These are the markets distressed investors will, as a result, be watching in 2022.

Vaccines gave hope going into 2021…fast forward a year later and the omicron variant is not providing the same confidence, especially with much of the globe still not fully vaccinated and / or without a booster shot. Such a reality has created renewed economic uncertainty. As we enter 2022, there are several countries whose economic trends will provide some insight into the global economy going forward…

Latin America remains significantly impacted by the pandemic with three of its largest economies—Brazil, Mexico, and Argentina—among the world’s biggest covid-19 hotspots. And, as these country’s leaders struggle to stave off economic and health catastrophe one after another, (distressed) investors will find additional opportunity to allocate capital…