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All the numbers add up — until they don’t. Changes in tax policy, interest rates and exchange rates can turn a great investment into a terrible one. In countries with higher volatility and lower transparency, macroeconomic due diligence is critical.

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Mexico at a Crossroads: Growth, Fiscal Strains and Trade Uncertainties...

Wednesday, September 23, 2026 at 10:00AM

Time: 10:00AM - 11:00AM (EDT)

Mexico and Global Source Partners

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Country Insights

The STF crisis continues to escalate, and the latest polls show Lula ahead of Flávio in the first round but tied in the runoff, so there is currently no clear favorite in the presidential race
BRAZIL POLITICS - Report 04 Sep 2026

The crisis at the Supreme Federal Court (STF) continues to escalate. Yesterday, Justice Alexandre de Moraes requested that Justice André Mendonça be investigated as part of the ...

Bank of Israel officials strike a relatively dovish tone after the rate cut
ISRAEL - In Brief 04 Sep 2026

Bank of Israel officials strike a relatively dovish tone after the rate cut Following yesterday's 25bp rate cut to 3.25%, comments by Governor Amir Yaron and Deputy Governor And...

TOPIC OF THE WEEK: Non-gold exports put a floor under the Uzbek som
CAUCASUS / CENTRAL ASIA - Report 04 Sep 2026

My readers know that I prefer to look at FX developments in the CCA region chiefly through the prism of the Russian RUB. I have repeatedly argued that this provides the best fir...

Looks like the MNB may have intervened for the forint verbally yesterday
HUNGARY - In Brief 04 Sep 2026

Following a short period of weakening on external factors, which we dealt with in our previous note two days ago, the forint gained strength again yesterday, after a 'rumour' re...

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