82. J.P. Morgan on Mexico’s Economy; Tourism, Braskem Idesa Bankruptcy & Omnilife’s Texas Bet

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Previously titled “82. JPMorgan on Mexico’s Economy; Tourism, Braskem Idesa Bankruptcy & Omnilife’s Texas Bet” — renamed by the publisher on Aug 21, 2026

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Recorded20 Aug 2026

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Show notes

Is Mexico’s economy finally turning a corner, or simply stabilizing at a disappointingly low growth rate?This week on MexMoves, we interview Gabriel Lozano, Chief Mexico Economist at JPMorgan, to discuss the economic outlook for the rest of 2026: why investment is lacking, the weakness of auto and strength of non-auto exports, Mexico’s growing role in US data-center roll-out, the impact of Plan México, why the Peso is so strong, and what to expect from USMCA negotiations.First Eduardo and Damian look at the week’s biggest business stories: the World Cup tourism boom that wasn’t, Carlos Slim’s hit from Braskem Idesa’s Chapter 11 agreed restructuring, Mexico’s growing tariff wall against China, Omnilife’s Texas manufacturing bet, rising credit-card default rates, and FEMSA and QED’s new head of Spin Credit.

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