#Sperrfechter
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utopia-defer.red
it is simultaneously completely transparent and doesn't register at a higher level in national discourse. the violence is taken as anomalous, something scary happening in Mexico for reasons that aren't clear beyond scary narcos and Mexico being dangerous. That's Yanqui politics.
Kimberley Sperrfechter, emerging markets economist at Capital Economics, said the immediate impact would hit tourism, but if the unrest drags on, it could also risk electronics and semiconductor manufacturing in Jalisco state. Besides electronics manufacturing, Jalisco state is also an agricultural hub for products such as eggs, berries and avocados, as well as the birthplace and a leading producer of tequila. "Beyond the macro implications, the killing shows that Mexico's government is doing what it can to appease the Trump administration ahead of this year's USMCA review," she added, referring to the U.S.-Canada-Mexico free trade pact. However, on Monday morning U.S. President Donald Trump called on Mexico to further boost its efforts targeting drug cartels. "Mexico must step up their effort on Cartels and Drugs!" he wrote in a social media post. Oseguera's death deals a strong blow to the CJNG cartel, believed to be a major supplier of fentanyl to the U.S. While the U.S. has pushed Mexico for more action on drug trafficking, Mexican authorities have also long called on the U.S. to do more to limit the illegal sales of firearms that bolster the vast, deadly arsenals of cartels that operate inside its territory. According to U.S. government data, some 70% of illegal arms traced in Mexico came from the U.S. Over 130,000 people are missing in Mexico, where much of the country's violence is associated with organized crime groups. Sheinbaum said the situation was normalizing and that her government's priority was ensuring peace and security. There were no active roadblocks as of Monday morning, she said. State oil firm Pemex said its operations were working normally and fuel supplies were guaranteed nationwide, though it was monitoring the safety of its facilities.
February 23, 2026 at 7:27 PM
moneytimes.com.br.web.brid.gy
Ibovespa deve ficar atrás de pares emergentes em 2026 — e risco político está por trás disso, diz consultoria
A consultoria britânica Capital Economics avalia que o Ibovespa (IBOV), o principal índice da bolsa brasileira, deve apresentar desempenho inferior aos pares emergentes neste ano, devido aos riscos políticos e à composição do mercado. Segundo relatório da consultoria, assinado pelos economistas de mercados emergentes Kimberley Sperrfechter e Liam Peach, os próximos dois meses provavelmente serão […]
www.moneytimes.com.br
August 17, 2026 at 6:21 AM
latinfinance.com
Fed officials have cast doubt on a December cut, but analysts still see space for lower rates in Mexico and a cutting cycle in Brazil

#WellsFargo #AllianceBernstein #OxfordEconomics #CapitalEconomics #USFederalReserve #Mexico #Brazil #Colombia #Armenta #Hunter #McKenna #Sperrfechter
LatAm rate cut outlook intact despite hawkish Fed - LatinFinance
Fed officials are casting doubt on a December cut, but analysts see space for Mexico to keep easing and for Brazil to start cutting its 15% policy rate
latinfinance.com
November 17, 2025 at 1:05 PM