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Manage episode 445180917 series 2942618
In this episode, Mariana speaks with Carlos Peyrelongue, head of Mexico Equity Research for Bank of America, about the state of the country that President Claudia Sheinbaum has inherited from her predecessor, about the parting gift he left—a judicial reform that weakens certainty and the rule of law, and about how the markets will read certain markers to determine whether or not she will rule based on data or ideology. They also discuss the measures she will need to take in order to create the necessary conditions to attract investments to grow, to fund the country’s infrastructure needs, as well as the government’s growing spending commitments. And, about the most likely scenarios for U.S.-Mexico relations in light of the upcoming USMCA renegotiation.
43 פרקים
Manage episode 445180917 series 2942618
In this episode, Mariana speaks with Carlos Peyrelongue, head of Mexico Equity Research for Bank of America, about the state of the country that President Claudia Sheinbaum has inherited from her predecessor, about the parting gift he left—a judicial reform that weakens certainty and the rule of law, and about how the markets will read certain markers to determine whether or not she will rule based on data or ideology. They also discuss the measures she will need to take in order to create the necessary conditions to attract investments to grow, to fund the country’s infrastructure needs, as well as the government’s growing spending commitments. And, about the most likely scenarios for U.S.-Mexico relations in light of the upcoming USMCA renegotiation.
43 פרקים
כל הפרקים
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1 America and the World under Trump 2.0 49:32
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1 Trump is Not The Enemy, Narcos Is 35:57
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1 Trump vs Harris: Who is best for what? 46:38
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1 Keep those Plates Spinning in the Air 40:17
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1 Impartiality, If You Can Keep It 45:12
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1 It's More Than Grit: Moving the Economic Needle 33:20
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1 Power is the Greatest Aphrodisiac 44:07
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1 To Be More or Not to Be North American: That is the Question 37:06
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1 Americans Are Migrating to Mexico Too 28:26
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