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Webinar
Nearshoring – China’s loss is not (yet) Mexico’s gain

with Gabriel Sterne and Joan Domene | Online | July 20, 2023

Media frenzy over nearshoring in Mexico has failed to provide an accurate picture. Mexico is the best-positioned emerging market to gain from global trade dislocation but that does not mean it has seen the greatest benefits up to date. Asian economies and Canada have grown their share of US imports faster than Mexico since the US-China trade decoupling started five years ago. In this webinar, we dissect the visible effects of nearshoring in Mexico’s exports and manufacturing sectors and the implications for the short-term economic outlook.

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Webinar
Russia’s response to the oil price cap

with Tatiana Orlova and Gabriel Sterne | Online | January 13, 2023

Russia’s initial response to the EU embargo and the EU-G7 oil price cap suggests that it seeks to avoid further damage to its oil output and exports in the current circumstances. Global oil prices have barely responded to early signs of a collapse in Russian crude exports. Perhaps the worrying supply signals have been offset by weakening global demand.

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