The Market Impact of the U.S.-Mexico Trade Deal

The video discusses the recent trends in emerging market currencies, focusing on the Mexican peso's performance and volatility. It highlights the easing concerns in emerging markets, supported by stability in the Turkish lira and Chinese markets. The discussion also covers the influence of US politics, particularly the Trump administration, on market stability and risk appetite. The need for consistent political signals to support market confidence is emphasized.

In what ways can emerging market currencies find support in the current environment?

What role does the Trump administration play in shaping market expectations?