Why Mexican Stocks Are Surging in 2026

Episode 48 of The Global Economy Podcast examines the surprising rally in Mexican equities this month. As US trade policy shifts and nearshoring accelerates, the Mexico ETF (EWW) has jumped 4.8% in the past week. Lucas and Luna explore how Mexico is benefiting from US-China tensions, the strong dollar, and rising energy costs tied to the Gulf conflict. They discuss the country's manufacturing boom, the peso's resilience, and whether the rally is sustainable. Specific data points include the trade-weighted dollar index at 120.1, yuan per USD at 6.77, and the 4.2% annual US CPI. The hosts drill into one concrete case: a Chinese-owned auto parts factory relocating to Monterrey, and what that means for investors. #Mexico #EmergingMarkets #Nearshoring #EWW #Peso #TradeWar #Manufacturing #USChinaTrade #StrongDollar #EnergyCosts #GlobalSupplyChains #Monterrey #Economics #Investing #FexingoBusiness #BusinessPodcast #GlobalEconomy #June2026 Keep every episode free: buymeacoffee.com/fexingo