Mexico and the Super Peso A Tale of Two Surprises Jorge G. Gonzalez Trinity University San Antonio Business and Economics Society.

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Presentation transcript:

Mexico and the Super Peso A Tale of Two Surprises Jorge G. Gonzalez Trinity University San Antonio Business and Economics Society

The events of 2001 and 2002 Economic weakness in U.S. Mexican government gridlock Mexico – U.S. relationship Crisis in Argentina Winds of war

Mexico’s Reaction Peso’s debacle?

Exchange Rate Pesos per U.S. Dollar Source: Banco de México

Exchange Rate Pesos per U.S. Dollar Source: Banco de México

Mexico’s Reaction Peso’s debacle? Capital flight?

Foreign Direct Investment Billions of Dollars Source: Banco de México

Mexico’s Reaction Peso’s debacle? Capital flight? Economic crisis?

Real GDP % Change Source: Banco de México

Mexico’s Reaction Peso’s debacle? Capital flight? Economic crisis? Fiscal crisis?

Government Balance Balance / GDP Source: SHCP

Mexico’s Reaction Peso’s debacle? Capital flight? Economic crisis? Fiscal crisis? Inflationary spiral?

Inflation Source: Banco de México

Term Risks Short Structural Challenges Risks and Challenges

Super Peso

Inflation Differential vs. Exchange Rate Inflation Exchange Rate Source: Banco de México

Merchandise Trade Billions of Dollars Source: Banco de México Imports Exports

Why Super Peso? Foreign Investment Family Remittances

Family Remittances Billions of Dollars Source: Banco de México

Super Heroes

Super Peso U.S. economy War in Iraq Mexican Politics Term Risks Short

China Rule of Law Human Capital Infrastructure Fiscal Reform Poverty Structural Challenges

A Tale of Two Surprises? Economic stability is not a surprise Super Peso June 17 th, 2002

Source: Proceso, June 23, 2002 Pg. 41

Mexico and the Super Peso A Tale of Two Surprises Jorge G. Gonzalez Trinity University San Antonio Business and Economics Society

Mexico and the Super Peso A Tale of Two Surprises San Antonio Business and Economics Society