26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps episode artwork

EPISODE · Jul 10, 2025 · 47 MIN

26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps

from MexMoves · host Whitepaper Media

This week on MexMoves, we sit down with Gabriel Casillas, Chief Latin America Economist at Barclays, on why Mexico’s economy is stronger than you think. From a 10% peso rally to GDP estimates nudging up and cooling rates, Casillas breaks down the drivers — and what could come next. Plus: delays in US sanctions on three banks, lithium letdowns, Mercado Pago’s new app, cartel-fueled fuel fraud, and Cancun’s tourist troubles.Buy your Whitepaper merch hereTry Whitepaper 30 days free

This week on MexMoves, we sit down with Gabriel Casillas, Chief Latin America Economist at Barclays, on why Mexico’s economy is stronger than you think. From a 10% peso rally to GDP estimates nudging up and cooling rates, Casillas breaks down the drivers — and what could come next. Plus: delays in US sanctions on three banks, lithium letdowns, Mercado Pago’s new app, cartel-fueled fuel fraud, and Cancun’s tourist troubles.Buy your Whitepaper merch hereTry Whitepaper 30 days free

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26. Why Wall Street is Bullish on Mexico — while Lithium Flops, Fuel Smugglers Under Pressure, and Cancun Slumps

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This episode was published on July 10, 2025.

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This week on MexMoves, we sit down with Gabriel Casillas, Chief Latin America Economist at Barclays, on why Mexico’s economy is stronger than you think. From a 10% peso rally to GDP estimates nudging up and cooling rates, Casillas breaks down the...

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