USDMXN hitting 17.00 by month-end: slim odds but plausible tail risk
Watching $USDMXN, currently at 17.177. There's a decent chance we see a retest of 17.15, possibly 17.10, but hitting 17.00 by month-end feels like a 15-20% probability. The daily range today is 17.174–17.215, suggesting some consolidation. A stronger-than-expected US inflation print next week or a significant shift in Banxico's tone could push us lower, but the trend has been quite resilient around current levels. Most of the easy downside seems to be priced in for now unless a new catalyst emerges.
While 17.00 is a stretch, I wouldn't dismiss the possibility of a quick move if there's any unexpected dovishness from Banxico, especially with the current consolidation. What's your take on the likelihood of a rate cut there in the near term?