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Trump talks more tariffs: Says there's nothing Mexico, China and Canada can do
- Trump promises tariffs
February 1. March 1. It doesn't matter because it's all a bluff
- Why there won't be any universal tariffs
Some tariff scenarios were floated yesterday
- A WSJ reported cited Trump advisors
Mexico's Sheinbaum: If the US imposes tariffs, this puts aside the USMCA trade pact
- Comments from the Mexican President
Trump hasn't yet put tariffs on Mexico and Canada but repeats that he will
- He hasn't done it yet
Trump team "not even close" to making a decision on China tariffs - report
- Report also says Feb 1 tariffs on Mexico/Canada would set off two-week negotiation
Mexican President says she does not think Trump will impose 25% tariffs on Feb 1
- Consistent lack of angst in Mexico
Big bluff: The real reason behind Trump's 25% Mexico-Canada tariff push
- Trump wants to move-up the re-negotiation of USMCA
Mexico central bank cuts its benchmark interest rate to 10% from 10.25%
- The cut was as expected
S&P affirms Mexico's credit ratings
- Affirmed at BBB
The Mexican peso tells you how seriously the market is taking the tariff threat
- Risk may be to the upside for Mexico
Newsquawk Week Ahead: US and China CPI, US Retail Sales, UK and Australian Jobs
- Next week, highlights include inflation data from US and China, as well as US Retail Sales. We will also see jobs reports from the UK and Australia. UK GDP will also be released, and so will GDP from Japan. On Central Banks, Banxico rate decision will be announced, and the BoJ SOO will be released, as will minutes from the ECB and Riksbank.
Mexico manufacturing PMI drops to two-year low
- August Mexico manufacturing PMI data
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