Mexican Peso Leads Global Currency Rally as Hedge Funds Increase Bullish Bets

The Mexican peso is the world's top-performing major currency. On Monday, the peso led gains among major currencies, appreciating by 0.3% against the U.S. Dollar. Hedge funds have ramped up their bullish bets on the currency. The peso's resilience stems from expectations of de-escalation in the Middle East conflict and a dovish Fed.

Weekly Report: what happened at EWW last week (0408-0412)?

Being 'Cheap' Doesn't Always Mean Offering Value

Being 'Cheap' Doesn't Always Mean Offering Value. US commercial real estate, Chinese equities, and British equities are potential value traps through 2024. This is a reminder that having an attractive valuation in relative terms does not always mean gains are ahead. Real Estate is not a compelling catalyst for corporate America to start utilizing more office space.

Weekly Report: what happened at EWW last week (0401-0405)?

Emerging Market Insights: Seeds Of Optimism

MXF: Expect Consolidation For Mexico Stocks As Worries Emerge In 2024

The Mexico Fund, Inc. Aims for long-term capital appreciation through equities listed on the Mexico Stock Exchange. The fund has experienced a large discount to NAV, but this may present an opportunity for investors. Mexico stocks have had a low returning decade but have rebounded in the last month. Risks in the short term are emerging due to currency movements and elections.

Weekly Report: what happened at EWW last week (0325-0329)?

U.S. State Department Announces New Partnership With Mexico To Explore Semiconductor Supply Chain Opportunities

EWZ: High Return, Cheap Valuation And Prominent Position - Buy

IShares MSCI Brazil ETF trades at a 27% discount to its emerging market peers. Brazil has strong competitive advantages in agriculture, mining and the oil industry. The country is positioned to be a big player in the energy transition. Brazil is the largest net food exporter in the world and is the 7th largest oil exporter. The iShares Brazil ETF is a great investment alternative in emerging markets.

EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up

IShares MSCI Mexico ETF is a low-cost option to gain exposure to the country. The fund is well-diversified across large and mid-cap sectors. The Bank of Mexico slashed interest rates last week. The country is the 15th largest economy in the world and has a growing middle class. EWW has performed well on a trailing 1-year basis.

How Does Global 'Friend-Shoring' Affect Chinese Manufacturers?

Deglobalization is changing the way companies manufacture products. US imports from China have declined but China's exports to the rest of the world have increased. Mexico and Vietnam have been big beneficiaries of changes to supply chains. But Chinese companies remain deeply involved in global manufacturing. Chinese companies comprise half of Apple's suppliers in Vietnam.

Weekly Report: what happened at EWW last week (0318-0322)?

Weekly Commentary: That's Our Story.

Home Market Outlook Today's Market Weekly Commentary: That's Our Story. Doug Noland says Powell's dovish mindset was limited to the inflation backdrop. He says markets are convinced the Fed will respond hastily to fledgling risks. Powell says the Fed is not concerned about second round inflation effects.

Weekly Report: what happened at EWW last week (0311-0315)?

Weekly Commentary: Failed

Doug Noland says Japan's economic woes can be traced back to the nation's spectacular asset Bubble. He says the greatest crises unfold in a low rate environment with consumer price inflation. He argues that asset inflation is the most destructive form of inflation. Japan's central bank meets next week to discuss the economy.

U.S. Supreme Court Justice Samuel Alito Extends Temporary Pause On Texas Law Allowing State Law Enforcement To Arrest People Suspected Of Illegally Crossing U.S.-Mexico Border

Weekly Report: what happened at EWW last week (0304-0308)?

Weekly Report: what happened at EWW last week (0226-0301)?

A 5% February: What Worked And What Didn't

The S&P 500 finished February with a gain of more than 5% for just the 11th time in the index's history since 1928. Mid-cap growth was the best area of US markets in February. The last time we had a 5% February was in 2015. Consumer Discretionary, Industrials and Materials performed the best in the month.

First Week of April 19th Options Trading For iShares Inc - MSCI Mexico ETF (EWW)