What a Trump Presidency Would Mean for Mexico

The transcript discusses the impact of political events, such as Trump's campaign and Brexit, on the Mexican peso and global markets. It highlights the uncertainty surrounding Trump's potential presidency, including aggressive fiscal policies and trade wars, which could affect the peso's value. The peso is currently seen as fairly valued but is often used as a proxy for global risk. The discussion also touches on Brexit's impact on risk aversion and the peso's role in emerging markets.

What is the current valuation of the peso, and how does it compare to its historical values?

What concerns are raised regarding the fundamentals of the Mexican economy?