Mexican peso

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Apr 23, 2018 by Michael Cembalest · across every show →

Everything said about Mexican peso, oldest first

Apr 23, 2018 bullish
Assertion Supported
Cembalest: Mexican Assets Became Top Performers in Decade Post-1994 Devaluation
“And in 1994, after the Mexican peso devaluation, you couldn't sell a peso denominated asset or a dollar denominated asset with exposure to Mexico to anybody, and over the subsequent decade, all sorts of Mexican denominated assets were among the best performing…”
Michael Cembalest Apr 23, 2018 ▶ 10:13 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
Aug 12, 2021 bullish
Opinion
Jensen: Mexican peso and Brazilian real face extremely bullish macro setup
“I think the Mexican peso, the Brazilian real, what you're seeing in those countries and much of the emerging world relative to the developed world is much more traditional monetary policy, traditional fiscal policy. So while you had a big push of fiscal during…”
Greg Jensen Aug 12, 2021 ▶ 48:39 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)
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