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FLQG - Global Headwinds And Disinflationary Pressures
Franklin LibertyQ Global Equity
I'm going to go back to Mexico for the third day in a row. First, it was imports (meaning Mexico's exports), then, automobile manufacturing, and, now, Industrial Production. I'll probably come back to this tomorrow when INEGI updates that last number for November 2019.
For now, through October will do just fine, especially in light of where automobile production is headed (ICYMI, off the bottom of the charts).
Mexico is, as I've been writing this week, the presumed winner of trade wars. You might be astounded by just how much the country and its