おはよーございます🌅
少し長めの視点の話ですが、
🇬🇧の経済シンクタンクは、もしトラで’26貿易協定改定で
メキシコからの関税再導入されればメキシコのニアショア経済に
打撃となるため、今のペソ黄金期の終焉は近く
🇲🇽新政権期間中に㌦ペソ19.0-20.0域へ後退してく
可能性を指摘しています(FxStreet記事
"Threat of being trumped"
The US and Mexican trade agreement is up for review in 2026, and there is a risk that Trump, if re-elected, might reintroduce tariffs on Mexican goods. Such a move would also hamper Mexico’s near-shoring prospects.
For this reason, Emerging Markets Economist at Capital Economics thinks that the Peso’s “period of outperformance has largely run its course” and expects the currency to substantially weaken to $19-$20 during the next (Mexican) president’s tenure.
おはよーございます🌅
少し長めの視点の話ですが、
🇬🇧の経済シンクタンクは、もしトラで’26貿易協定改定で
メキシコからの関税再導入されればメキシコのニアショア経済に
打撃となるため、今のペソ黄金期の終焉は近く
🇲🇽新政権期間中に㌦ペソ19.0-20.0域へ後退してく
可能性を指摘しています(FxStreet記事
"Threat of being trumped"
The US and Mexican trade agreement is up for review in 2026, and there is a risk that Trump, if re-elected, might reintroduce tariffs on Mexican goods. Such a move would also hamper Mexico’s near-shoring prospects.
For this reason, Emerging Markets Economist at Capital Economics thinks that the Peso’s “period of outperformance has largely run its course” and expects the currency to substantially weaken to $19-$20 during the next (Mexican) president’s tenure.