Monday, On the Margin
Tariffs; GDP; loan portfolios; SPEI; cards; Mexican states; airlines and employment.
Tariffs
Trump’s 25% tariffs on Mexico are set to take effect on the 4th of February, unless there’s some sort of compromise today with Mexican officials.
There have been numerous articles, posts and data published on the subject. From our perspective, we believe these two charts can offer some further insight on what’s at stake:
Imports from Mexico represent 15% of total U.S. imports, in some key categories the share goes up to more than 30%.
