How U.S. Political Risk Is Weighing on Emerging Markets

The transcript discusses the impact of US political events, particularly debates, on emerging markets, with a focus on the Mexican peso's reaction to election uncertainties. It explores how the peso serves as a barometer for market sentiment and its role in emerging market investments. The discussion also touches on the potential impact of US elections on Russia, highlighting the perceived relationship between Trump and Putin and the implications for the Russian economy.

How might the outcome of the US election affect the Mexican economy?

What fundamental concerns does the Mexican peso face currently?