Carlos Asilis

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

Yes, it's an unambiguous positive. But in terms of its overall importance, it's only marginal.

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more read more

The deal is a clear sign that it still pays to be overweight Mexico and we expect to see more upside.

It's not unexpected. We think it's a healthy move.

It's not unexpected. We think it's a healthy move.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

Stocks will probably hit a wall in the next couple of months, unless we move closer to the Goldilocks scenario.

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate read more

Obviously, the economy ails from important secular imbalances; there's a lot to be concerned about. But the cyclical forces indicate that, at least over the coming quarters, visibility is high.