Cartens Says Peso Correction Down to Policy Actions

The transcript discusses Mexico's economic growth, highlighting its structural reforms and potential to outperform the North American region in 2019. It covers inflation control, projecting it to stabilize between 2-4%, and the bullish outlook on the peso currency. The discussion also touches on the wide interest rate spread between peso and dollar-denominated debt, seen as a buying opportunity by traders. The overall sentiment is positive, with expectations of beneficial economic policies and constructive US-Mexico relations.

What are the expectations regarding Mexico's economic growth compared to North America in 2019?

What structural reforms in Mexico are mentioned as contributing to economic growth?

How does the speaker view the relationship between Mexico and the US regarding trade?

What is the projected inflation rate in Mexico for the coming months?

What is the significance of the interest rate spread between peso and dollar denominated debt?