What's going on with the (super?) Mexican peso? With Enrique Covarrubias of Actinver and Geronimo Mansutti

Enrique Covarrubias, Actinver's Chief Economist, joins this episode of the Emerging Markets podcast to walks us through the recent performance of the peso, from its significant appreciation since 2020 to the recent volatility that made it the worst-performing major currency this quarter. Hosted by Tellimer's Senior LatAm Economist Geronimo Mansutti, CFA, the two discuss the 27 June monetary policy decision, how to think about the Bank of Mexico's decision-making process, and the short and mid-term outlook for Mexico’s monetary policy. NOTE: This podcast was recorded on 28 June 2024 at 14:30 UK time. The Emerging Markets Podcast by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tellimer⁠ ⁠⁠– the single point of entry to EM research and data. Edited and produced by Cira Sarker⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Artwork by Kristian Klamar. Check out the full Tellimer offering ⁠⁠⁠⁠here.⁠⁠ The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions. DISCLAIMER This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.