Archive
Every daily edition.
2026-07-28
Oil slides, peso holds at 17.46: score eases to 51 into the FOMC
51Risk On
2026-07-27
Oil craters 6% and eases the 10Y: peso opens firm at 17.46, score jumps to 57
57Risk On
2026-07-24
Crude drops 3.40% and the peso barely breathes: USD/MXN steady at 17.49
46Risk On
2026-07-23
Oil sends 10Y to 4.70%, peso foots the bill: score slips to 42
42Risk On
2026-07-22
Risk score deflates to 48 as the 10Y at 4.64% cools the peso's bounce
48Risk On
2026-07-21
Peso breaks to 17.38 and score jumps to 62 as Section 122 fades
62Risk On
2026-07-20
No data, Iran runs it: peso slips to 17.49 as risk score climbs to 49 defensive
49Risk On
2026-07-17
Trump's Brazil tariffs hit the peso: USD/MXN jumps to 17.51 and the score drops to 40
40Risk On
2026-07-16
Firm US data stalls the peso: 10Y flirts with 4.60% and the score slips to 50
50Risk On
2026-07-15
Soft CPI drags USD/MXN to 17.39, flirting with the 17.36 floor
62Risk On
2026-07-14
CPI day: peso breaks lower to 17.41 ahead of the print that defines the week
61Risk On
2026-07-13
Score drops from 68 to 63: carry holds but tomorrow's CPI is the only thing that matters
63Risk On
2026-07-10
Score jumps from 59 to 68: markets vote for the peso ahead of US CPI
68Risk On
2026-07-09
Peso under mild pressure as dollar firms, but carry holds — Mexico CPI in focus today
59Risk On
2026-07-08
Peso under pressure: USD/MXN hits 17.56 as rates, oil and VIX send mixed signals
46Risk On
2026-07-07
Peso holds firm with carry intact as market digests S&P rally ahead of CPI data
64Risk On
2026-07-06
Peso holds steady on attractive carry: market waits for data before making a move
58Risk On
2026-07-03
Peso leads gains on a July 4th Friday: carry and risk-on align
67Risk On
2026-07-02
Peso steady at 17.46, carry intact as gold flags macro caution
66Risk On
2026-07-01
Peso Under Mild Pressure but Carry Intact: Market in CONSTRUCTIVE Mode as 2H26 Kicks Off
52Risk On
2026-06-30
Peso holds firm at June close: attractive carry and low VIX underpin 54/100 CONSTRUCTIVE read
54Risk On
2026-06-29
Peso holds firm, carry intact, S&P futures surge: constructive open
60Risk On
2026-06-26
Peso surges 1%, gold hits record: constructive risk-on ahead of NFP
58Risk On
2026-06-25
Peso under mild pressure ahead of Banxico and PCE; market in wait-and-see mode
55Risk On
2026-06-24
Broad risk-off: peso retreats as markets brace for PCE and Banxico decision
39Risk On
2026-06-23
Peso holds firm, carry intact as markets digest the surge in long-end yields
71Risk On
2026-06-22
Constructive risk-on: firm peso, positive curve and a week packed with PCE and Banxico
72Risk On
2026-06-19
Solid risk-on backdrop, but peso softens as yields climb and gold pulls back
66Risk On
2026-06-18
FOMC & BoE Day: USD/MXN firms up as broad risk-off takes hold
43Risk On
2026-06-17
FOMC tomorrow, yields climbing and S&P in the red: markets demand caution
42Risk On
2026-06-16
Market catches its breath before the Fed: a technical pause with one eye on tomorrow
79Risk On
2026-06-15
US-Iran truce in sight: a global rally, and the peso jumps on board
86Risk On
2026-06-14
Fed week: Wednesday changes everything — or nothing at all
79Risk On
2026-06-13
Week in review: from the CPI shock to tense calm ahead of Fed week
79Risk On
2026-06-12
Friday wrap: peso claws back as the market squares up
79Risk On
2026-06-11
CPI dust settles: bonds holding, peso not quite yet
77Risk On
2026-06-10
CPI ran hot — bonds shrugged it off
73Risk On
2026-06-09
Tech sells off, but fear is nowhere to be found
81Risk On
2026-06-03
The peso holds, but all eyes are on the Fed
38Risk On
2026-06-02
Soft dollar, appetite rising
61Risk On