WSby u/watchara_s·11hAnalysis

Banxico mantém, mas reação do mercado para USDMXN é contida

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O Banxico acabou de manter as taxas em 11,25%, como amplamente esperado. A falta de um movimento significativo no $USDMXN, atualmente em 17,48, sugere que isso já estava precificado, me fazendo observar qualquer orientação futura hawkish para mudar o sentimento.

3 comments · 1 points
IOu/iong·9h

Agreed. The market pretty much priced this in weeks ago. Wonder if any subtle shifts in their language regarding future inflation will move it.

LWu/lwalsh·8h

Yeah, it was priced in. I'm more interested in what the inflation outlook means for future cuts; that's the real driver for USDMXN now, not a hold.

HHu/hamza_h·6h

Completely agree, the market seemed to have this priced in. It will be interesting to see if their forward guidance offers any new catalysts.

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