Andres Jaime - Barclays

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Last quote by Andres Jaime

How I read this is markets were discounting a very benign scenario, and this is a wake-up call. The administration is willing to push for some changes in the way the U.S. trades. ... The general story hasn't changed that much. the U.S. is not ripping up NAFTA or something very extreme.feedback
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Apr 25 2017 NAFTA
Andres Jaime has been quoted in 17 different articles. Most recently, Andres Jaime has been quoted saying, “How I read this is markets were discounting a very benign scenario, and this is a wake-up call. The administration is willing to push for some changes in the way the U.S. trades. ... The general story hasn't changed that much. the U.S. is not ripping up NAFTA or something very extreme.” in an article called Loonie, peso fall on fears of U.S. trade war. This is only one of 28 quotes from Andres Jaime. To see more examples Andres Jaime’s views and opinions, check out the section below. You can filter Andres Jaime's quotes by date and by topic to see, for example, what Andres Jaime said about Trump recently and in the past.
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Andres Jaime quotes

The market at this point is not expecting any change at all. It should be uneventful unless the Bank of Japan decides to do something.feedback

It's going to be more on what [BOJ Governor Haruhiko] Kuroda says and what kind of guidance or clues or how far they are from letting long term yields move higher.feedback

For emerging markets, it's very clear after Trump's victory we have seen some re-pricing, with EM currencies going down on the view that anti-globalization, anti-trade would hurt the outlook for emerging markets, some of them heavily dependent on global trade and others that have relatively weak external accounts outlooks.feedback

Something that we do know is (some) of the main developed markets are moving toward a less integrated world. If you think that the emerging markets are the ones that have benefited the most from that, then the scenario is not one that would help emerging markets.feedback

Definitely we think the dollar probably has a bit more room to appreciate versus the emerging market currencies, probably versus the euro but not necessarily versus the yen.feedback

That's why markets are very nervous about it. There's no certainty about it.feedback

People tend to agree that Mexican assets would underperform under a Trump presidency – that's clear for the market.feedback

Markets assume that the weekend's events are lowering the odds of Trump winning the election. Therefore, (the peso) as the purest proxy for the U.S. election is reacting accordingly.feedback

It seems that some of the Fed speakers have a mild impact on rates. Monetary policy normalization will probably come in December.feedback

If a poll in the next few days shows the race is as tight as it (was heading into the debate), then markets will probably sell off.feedback

If we see a major shift in chatter around the dollar, these Japanese companies that actually expect a softer yen, they'd need to rethink their policy.feedback

It depends on Friday. We get the payroll report, and that could be the key. What really made people start unwinding these dollar positions was after the GDP number.feedback

The past month we saw a meaningful move in nonfarm payrolls. In order for September to be back on the table, this report needs to confirm the three-month trend is above 150,000.feedback

From a macro perspective, probably that would be a topic in the fourth quarter.feedback

It should be different if we get [a devaluation]. It should be focused on heavy slowing in the economy rather than focusing on the FX side.feedback

Positioning, hedging for this kind of event was super light. ... When markets realized that (leave was ahead), it's when everything started trading very badly. That was a function of very light positioning.feedback

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