TURBULENTO CIERRE 2026

Economía Mundial ... Les comparto mi más reciente artículo en la prestigiada, muy influyente  revista oficial de la BOLSA MEXICANA DE VALORES https://www.facebook.com/share/p/183jGVm1sv/

BANXICO'S WRONG DECISION!

Unfortunately Banxico will be forced to raise its benchmark interest rate again!
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"PRESENT GLOBAL ECONOMIC & FINANCIAL RISKS ARE NOT NORMAL"
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The mexican peso strength & stability will be seriously compromised by this cut Vs extraordinary negative external & internal events, on the following factors:

• Banxico Independence Perception Risk Defense ❌
• International Markets' Financial Volatility Risk Defense ❌
• Geopolitical Volatility Risk Defense ❌
• Global Economy Volatility Risk Defense ❌
• U.S. Trump Political Risk Defense ❌
• USMCA Rejection Risk Defense ❌
• Homegrown Economic Distrust Risk Defense ❌
• Financial Competitiveness Risk Defense ❌
• FDI loss of Confidence Risk Defense ❌
• Potential Sovereign Downgrade Risk Defense ❌

In the aftermath, in order to achieve the same degree of stability as before the cut (ceteris paribus), a greater level of benchmark rate will have to be established.
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LET'S GO BACK TO BASICS:
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SAFEST BET IS ORTHODOX MONETARY POLICY (Supply Side Economics)
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Remember the 80's: REAGAN- FRIEDMAN-THATCHER ?
https://elfinanciero.com.mx/tv/al-sonar-la-campana/bajo-crecimiento-requeriria-una-tasa-menor-de-interes-consultor