Bhanu Baweja de UBS dice que la economía mexicana se desacelerará durante más tiempo

The video discusses the economic slowdown in Mexico, highlighting a potential pause in growth and the likelihood of a recovery in the next period. Inflation is not decreasing as expected, which may lead to slightly weaker growth and higher inflation. The Bank of Mexico is expected to cut rates next year despite the Fed's rate hikes. Politically, the current government faces pressure, and a left-leaning government could impact trade negotiations with the US. The Mexican peso has performed well but may weaken modestly.

Discuss the implications of inflation not decreasing as expected in the context of the Mexican economy.

What are the potential impacts of the slowing economy in Mexico on inflation and growth?

How might the political landscape in Mexico change if the current government fails to manage the economic recovery?

What risks are associated with a potential left-leaning government in Mexico regarding trade negotiations with the US?

What does the current volatility in the Mexican peso indicate about market expectations?