MXN Mexican Peso Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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16:10
Sep 03
Sep 03
Mexican peso is too crowded.
The Mexican peso is looking crowded, implying less attractive risk/reward and vulnerability relative to other carry currencies.
MED
12:30
Aug 30
Aug 30
Highlighted as an 'Outlier Consensus Overweight' that is showing technical weakness and was 'red every day this week', indicating the crowded long trade is unwinding.
Highlighted as an 'Outlier Consensus Overweight' that is showing technical weakness and was 'red every day this week', indicating the crowded long trade is unwinding.
Risk: Positioning could normalize quickly, or carry-trade dynamics could reassert themselves to support the currency.
00:31
Aug 28
Aug 28
Long peso in diversified portfolio
Author discloses a long position in the Mexican Peso as part of a broader commodity and FX portfolio, indicating a directional bullish view.
MED
22:01
Aug 24
Aug 24
Short dollar, own EM carry currencies.
Treasury buyback intervention transfers pressure from rates to currency markets, making the dollar the short-term loser; emerging-market carry currencies are attractive because their central banks fought inflation more aggressively and real yields in Brazil, Mexico, Colombia and South Africa are attractive.
HIGH
19:49
Aug 14
Aug 14
Leveraged funds increased bullish Mexican peso bets to the highest level since 2024 according.
Leveraged funds increased bullish Mexican peso bets to the highest level since 2024 according to positioning data.
18:40
Aug 02
Aug 02
The Mexican Peso (MXN) is highlighted as being deeply in consensus underweight territory, presenting an asymmetric setup against an over-owned US Dollar.
The Mexican Peso (MXN) is highlighted as being deeply in consensus underweight territory, presenting an asymmetric setup against an over-owned US Dollar.
Risk: Vulnerability to US trade policy shifts or broader emerging market risk-off sentiment.
10:33
Jul 10
Jul 10
LatAm FX to rise vs dollar on carry
Latin American currencies (MXN, BRL, COP) are likely to appreciate against the dollar, benefiting from terms of trade, carry, and hawkish central banks. The dollar may slightly appreciate overall but more against DM currencies than against LatAm FX.
MED
12:01
Apr 17
Apr 17
Favor non-dollar currencies for reserve diversification.
He observes that central banks are diversifying reserves away from the dollar into a broader basket of other currencies, including Scandinavian currencies, liquid Asian currencies (Singapore, Korea), and liquid Latin American currencies (Brazil, Mexico), rather than a straight shift to the euro or yuan.
MED
11:00
Apr 08
Apr 08
The opinion criticizes Banxico's policy credibility.
The opinion criticizes Banxico's policy credibility, suggesting a dovish and less disciplined central bank could lead to peso weakness.
HIGH
18:42
Feb 20
Feb 20
"Foreign countries that have been ripping us off for years are ecstatic. They are so happy and they're dancing in the streets." The Supreme Court's blocking of tariffs removes a major overhang for economies that rely on exporting to the US. The "ecstasy" Trump describes is a realization of lower cost bases and continued market access without punitive levies. This creates a tactical rally for foreign equities and currencies (like the Peso) that were previously discounted due to tariff risk. LONG foreign exporters and trade-partner currencies as the immediate threat of trade war de-escalates via the judicial branch. Trump follows through on his threat that "they won't be dancing for long" via alternative executive powers.
About MXN Analyst Coverage
Buzzberg tracks MXN (Mexican Peso) across 5 sources. 3 bullish vs 0 bearish calls from 9 analysts. Sentiment: predominantly bullish (30%). 10 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Jayati Bharadwaj, Offsides Macro, Peter L. Brandt.