Carry vs. fundamentals vs. politics - what’s driving FX in the Americas?

This week, Alvaro Vivanco and Eimear Daly dig deeper into some of the big drivers for FX in the Americas with a particular focus on Mexico, Brazil, Colombia and Peru.Remember to hit ‘subscribe’ or ‘follow’ so you can watch or listen to the latest episode of Currency Exchange as soon as they’re available. NB: This was recorded on 18 July 2024. For any terms used please refer to this glossary:  https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html