Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Research Briefing
After a choppy first quarter of GDP data, our novel Activity Trackers (which incorporate proprietary daily sentiment data from Penta)...