In our last edition of Sticky Notes in 2018, we look at President Xi's reform anniversary speech, Venezuela's future, NAFTA termination, oil markets, and a potential U.S. government shutdown.
In this edition of Sticky Notes, we look at key issues facing the incoming U.S. Congress, new realities in Mexico, U.S.-China trade talks, and potential auto tariffs.
NAFTA gave a big push to trade and financial integration, favorably affecting Mexico Uncertainty over a possible reversal could weigh on growth, leadi
This note describes the NAFTA renegotiation framework and assesses the implications of a possible exit' Discrepancies on key issues have led to protra
Growth remained firm in 2017Q1, but high-frequency indicators suggest a slowdown is in the making. The protracted weakness of investment is consistent