Best Interest Rate Forecasts Podcasts (2025)

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First Dip in Price in Nearly Two Years, Should We Be Worried? (Episode 130) 33:23

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17d ago33:23

33:23

In this episode, C.A.R. economists explore the latest decline in the statewide median price, and its implications to the housing market in the months ahead. We also discuss the recent Fed's decision on rates, the drop in retail sales, and how the shifting in consumer confidence and builder sentiment could affect the market outlook for the rest of t…

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Heatwaves and Highs: Markets Sizzle Despite Global Tensions 36:40

18d ago36:40

36:40

In Episode 39 of Market Enthusiast, Noah Brooks and Chris Needs break down the heat—literally and financially. As record-setting temperatures scorch the East Coast, markets remain red-hot despite rising geopolitical tensions, including U.S. airstrikes in Iran. They discuss why investors stayed calm, what’s driving oil and energy stocks, and how tar…

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Mexico’s Economic Crossroads: Inflation, Growth, and Policy Shifts 7:47

28d ago7:47

7:47

Explore the intricate dynamics of Mexico's economy in 2025 as it grapples with sluggish growth, persistent inflation, and evolving monetary policies. Discover how fiscal consolidation and external pressures shape the economic landscape, and what the future holds for Mexico's economic trajectory. Join us for an in-depth analysis of the challenges an…

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AI Meets the Grid: Powering the Next Market Cycle 41:01

1M ago41:01

41:01

In Episode 38 of Market Enthusiast, Noah Brooks and Chris Needs dive into a whirlwind of economic forces shaping mid-2025. From market rebounds following early-year panic to the surprising outperformance of Europe, they cover what’s driving investor optimism. The duo tackles inflation trends, Fed policy, the housing market standstill, and the real …

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Mexico’s New Export Rules: Navigating Compliance Amid Economic Challenges 4:40

1M ago4:40

4:40

In today's episode, we delve into Mexico's newly implemented export regulations aimed at enhancing trade compliance and transparency. With the OECD lowering Mexico's economic growth forecast and inflation on the rise, these changes come at a critical time. Join us as we explore the implications for international trade and offer advice for businesse…

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Mexico’s New Export Rules and Economic Forecast Shake-Up 9:04

1M ago9:04

9:04

In today's episode, we explore Mexico's introduction of new export regulations requiring automatic notices, impacting a wide range of industries. We also delve into the weakening of the Mexican peso against the U.S. dollar following a significant cut in Mexico's GDP growth forecast by the OECD. Join us as we discuss the implications of these develo…

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Mexico’s Strategic Moves Amid U.S. Tariff Hikes 7:49

1M ago7:49

7:49

In today's episode, we delve into Mexico's response to the U.S. doubling tariffs on steel and aluminum imports. Discover how Mexico's new Automatic Export Notice system aims to navigate trade tensions and what this means for its economy. We also explore the recent volatility of the Mexican peso and the OECD's downgraded growth forecast. Join us for…

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Slow Start for the Season as Price Hits New High (Episode 129) 31:40

1M ago31:40

31:40

California home sales have declined for the second time in four months compared to the previous year, as elevated interest rates and ongoing economic uncertainty continue to impact the market. The condo market, which previously provided more opportunities for first-time buyers, has also softened due to worsening affordability. Although the tariff s…

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Mexico’s Economic Crossroads: Navigating Growth and Challenges 9:15

1M ago9:15

9:15

In today's episode, we delve into Mexico's economic landscape as the Bank of Mexico slashes its 2025 growth forecast, signaling a stagnant economy. We explore the government's ambitious 'Plan México' aimed at revitalizing domestic industry and creating millions of jobs. Join us as we discuss President Claudia Sheinbaum's strategic policy changes an…

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Mexico’s Ambitious ’Plan México’: A New Era of Industrialization and Economic Independence 8:40

1M ago8:40

8:40

Explore Mexico's bold new strategy, 'Plan México,' aimed at transforming its economic landscape by boosting local production and reducing reliance on Chinese imports. Discover how this comprehensive plan, launched under President Claudia Sheinbaum, seeks to create millions of jobs, enhance infrastructure, and position Mexico as a global manufacturi…

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Mexico’s Bold Economic Overhaul Amid Global Trade Challenges 5:13

1M ago5:13

5:13

Explore Mexico's sweeping economic policy changes, including updates to Economic Completion Agreements and a new climate strategy, as the nation navigates U.S. trade policy challenges. Discover how 'Plan México' aims to boost domestic industries and create jobs, while Mexico adapts to evolving international trade dynamics. Join us for an in-depth a…

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$30M in Crypto or Grandma’s China: What Would You Let Go Of? 44:29

2M ago44:29

44:29

In Episode 37 of Market Enthusiast, Noah and Chris break down why the S&P 500 ending right where it started the year doesn’t mean “nothing happened.” They explore how long-term investors and global diversification have quietly come out ahead, with Nvidia’s earnings and AI’s rebound leading the charge. From a crypto investor who endured torture to p…

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Mexico’s Economic Crossroads: Interest Rate Cuts and Automotive Shifts 4:37

2M ago4:37

4:37

In today's episode, we delve into Mexico's economic landscape as the Bank of Mexico cuts interest rates for the third time, signaling potential slowdowns. Despite challenges in exports, the automotive industry shows resilience with production growth and a booming electric vehicle market. We also explore the implications of U.S. travel revenue decli…

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Mexico’s Renewable Energy Push: Economic and Global Trade Impacts 4:56

2M ago4:56

4:56

Explore Mexico's ambitious renewable energy goals under President Claudia Sheinbaum's administration, aiming to cover 45% of national electricity demand with clean energy. Discover how these initiatives align with global climate commitments and impact Mexico's economic landscape and international trade position. Learn about the challenges faced, in…

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Mexico’s Economic Crossroads: Interest Rate Cuts and Trade Agreement Reviews 8:29

2M ago8:29

8:29

In this episode, we explore Mexico's strategic economic maneuvers as the central bank cuts interest rates to combat economic challenges. We delve into the early review of the USMCA trade agreement and discuss the potential recession risks facing Mexico. Join us for insights into Mexico's nearshoring strategies and the impact of potential U.S. tarif…

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Mexico’s Economic Shifts: Interest Rate Cuts, Infrastructure Growth, and Pemex’s Financial Struggles 11:34

2M ago11:34

11:34

In today's episode, we delve into Mexico's economic landscape as the Bank of Mexico reduces its key interest rate to 8.5% amidst economic challenges. We explore Bulkmatic's ambitious plan to build Mexico's largest intermodal terminal, promising significant job creation and logistics advancements. Additionally, we examine the financial turmoil facin…

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Mexico’s Economic Shifts: Interest Rate Cuts and Social Commerce Surge 7:39

2M ago7:39

7:39

Explore Mexico's economic landscape as the central bank cuts interest rates for the third time, aiming to boost growth amid challenges. Discover how the booming social commerce market, led by platforms like Facebook, is reshaping the retail sector with a remarkable 20.8% growth. Join us for insights into these pivotal developments and their implica…

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Investor Takeaways from Buffett & Another Dip Worth Buying? 50:03

2M ago50:03

50:03

In Episode 36 of Market Enthusiast, Noah and Chris discuss the recent rally of the S&P 500, analyzing the factors contributing to the market's comeback after significant downturns. They delve into Warren Buffett's investment philosophy and legacy, emphasizing the importance of long-term thinking over short-term performance. The discussion also cove…

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Mexico’s Strategic Moves: Early USMCA Review and Economic Projections 8:28

2M ago8:28

8:28

In today's episode, we explore Mexico's decision to initiate an early review of the USMCA, aiming for better trade terms in key industries. We also delve into the contrasting economic forecasts for 2025, with the government projecting growth amidst skepticism from analysts. Discover how Mexico plans to leverage its strengths in semiconductors, medi…

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Mexico’s Economic Struggles and USMCA Review: Challenges and Opportunities 8:00

2M ago8:00

8:00

In today's episode, we explore Mexico's economic hurdles, including sluggish growth and high inflation, as the Finance Minister rules out new fiscal reforms. We also discuss the upcoming USMCA review amid trade tensions with the U.S., highlighting both challenges and potential opportunities for Mexico. Join us for an in-depth analysis of these pres…

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Mexico’s Economic Crossroads: Growth Projections and Fiscal Challenges 5:22

2M ago5:22

5:22

Explore Mexico's economic landscape as 2025 unfolds, with conflicting growth forecasts and fiscal improvements. Delve into the impact of declining oil revenues, rising public debt, and investor skepticism on the country's economic stability. Join us for an in-depth analysis of the challenges and opportunities facing Mexico's economy this year. Sour…

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Mexico’s Bold Economic Shift: ’Plan México’ Unveiled 3:59

2M ago3:59

3:59

In today's episode, we delve into Mexico's ambitious new economic recovery plan, 'Plan México,' which aims to counter high inflation and a weak peso. Spearheaded by Finance Minister Edgar Amador and President Claudia Sheinbaum, the plan seeks to boost local production and create jobs. We explore the potential impacts and challenges facing this sign…

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Mexico’s Economic Outlook: Interest Rates, Trade Tensions, and Growth Projections 4:45

2M ago4:45

4:45

Explore Mexico's economic landscape as the central bank holds interest rates steady amidst potential cuts. Delve into the impact of U.S.-Mexico trade tensions and the World Bank's revised GDP forecast. Join us for an in-depth analysis of Mexico's monetary policy and its implications for future growth. Sources: https://www.bbh.com/apac/jp/insights/b…

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Mexico’s Economic Struggles: Recovery Plans and Market Resilience 8:15

2M ago8:15

8:15

In today's episode, we delve into Mexico's economic challenges as the country narrowly avoids a technical recession. Despite a modest growth, projections for 2025 remain bleak. We explore the government's ambitious recovery plan aimed at boosting growth and job creation, and discuss the Bank of Mexico's monetary easing efforts. Additionally, we exa…

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Fed Holds Rates Steady, Now What? (Episode 128) 39:00

2M ago39:00

39:00

In this episode, C.A.R. economists break down the latest Federal Reserve decision to keep interest rates unchanged. They also discuss the first negative economic growth in three years, the impact of rising tariffs, home price fundamentals, and the latest update on insurance.By CALIFORNIA ASSOCIATION OF REALTORS and the CENTER FOR CALIFORNIA REAL ESTATE

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U.S.-Mexico Trade Tensions: Tariffs Reshape Economic Landscape 4:45

2M ago4:45

4:45

Explore the latest developments in U.S.-Mexico trade relations as new tariffs imposed by the Trump administration impact key sectors like automotive and steel. Discover how these changes are affecting Mexico's economic forecasts and its role in U.S. manufacturing value chains. Join us for an in-depth analysis of the challenges and opportunities fac…

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Mexico’s Bold Moves: Labor Reforms and Trade Crackdowns 9:14

2M ago9:14

9:14

In today's episode, we delve into Mexico's ambitious labor reform proposal aimed at reducing the workweek and boosting the economy. Finance Minister Edgar Amador outlines plans to enhance national production and tackle unauthorized imports. We also explore the government's crackdown on steel and textile imports in response to U.S. tariffs, and its …

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Mexico’s Labor Reform: Balancing Work-Life and Economic Challenges 5:09

2M ago5:09

5:09

Explore Mexico's ambitious labor reform under President Claudia Sheinbaum, aiming to reduce the work week from 48 to 40 hours by 2030. Delve into the debates, economic implications, and the government's strategy to address stakeholder concerns amidst U.S. trade pressures. Join us for an in-depth analysis on Simply News Radio. Sources: https://www.h…

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Mexico’s Economic Resilience: Tax Revenue Surges and Port Activity Thrives 8:33

2M ago8:33

8:33

In today's episode, we explore Mexico's impressive economic performance in early 2025. Despite facing economic challenges, Mexico's tax revenue has surged by 17.8%, significantly reducing the fiscal deficit. Additionally, the Lázaro Cárdenas mega-port has reported an 11% increase in activity, defying new U.S. tariffs. Join us as we delve into the f…

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US-Mexico Trade: New Agreements and Energy Reforms Reshape Relations 12:01

2M ago12:01

12:01

In today's episode, we explore the landmark trade agreement between Mexico and the United States, which aims to enhance their trade balance and positions Mexico as the top export market for U.S. agricultural products. We also delve into Mexico's sweeping energy sector reforms, which increase state control while opening doors for private sector invo…

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Mexico’s Energy Overhaul and Booming US Agricultural Trade 8:52

2M ago8:52

8:52

Explore Mexico's ambitious energy reforms under President Claudia Sheinbaum, aiming to reshape the energy sector and balance state and private roles. Meanwhile, the agricultural trade between Mexico and the U.S. flourishes, with exports surging by 65%. Discover the implications of these developments on both nations' economies and international rela…

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Buying the Dip and Betting on Diversification 42:57

2M ago42:57

42:57

In Episode 35 of Market Enthusiast, Noah and Chris discuss the current economic landscape, including recent GDP data, job reports, and market reactions to tariffs. They explore investment strategies, the impact of geopolitical events on global trade, and reflect on historical parallels, particularly regarding the situation in Ukraine and Taiwan. Th…

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Mexico’s Economic Storm: Stagnation, Solar Ambitions, and Policy Challenges 4:18

3M ago4:18

4:18

In today's episode, we explore Mexico's deteriorating economic outlook for 2025, with the World Bank and IMF forecasting stagnation and contraction. We discuss the impact of U.S. protectionist policies and Mexico's response, including plans for solar investments by 2030. Join us for an in-depth analysis of the challenges and potential strategies fo…

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Mexico’s Economic Forecasts and Ambitious Energy Expansion 8:36

3M ago8:36

8:36

In today's episode, we explore the World Bank and IMF's downgraded economic forecasts for Mexico, predicting stagnation and contraction. Despite these grim predictions, the Mexican government remains optimistic, citing its 'Plan México' investment program. We also delve into Mexico's ambitious plan to expand its national electric system by 2030, fo…

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What To Expect This Homebuying Season (Episode 127) 39:50

3M ago39:50

39:50

In this episode, C.A.R. economists break down the latest trends in inflation, retail activity, and the consumer sentiment. They also discuss the March home sales report, the latest housing affordability by ethnicity index, and the outlook for the spring homebuying season.By CALIFORNIA ASSOCIATION OF REALTORS and the CENTER FOR CALIFORNIA REAL ESTATE

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Mexico’s Economic Forecast: IMF’s Grim Outlook and Government’s Optimism 4:05

3M ago4:05

4:05

In today's episode, we delve into the International Monetary Fund's revised forecast for Mexico, predicting an economic contraction in 2025. We explore the factors behind this shift, including U.S. tariffs and geopolitical tensions, and discuss the Mexican government's response, which remains optimistic despite the IMF's assessment. Join us as we a…

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Mexico’s Economic Crossroads: Navigating Trade Tensions and Infrastructure Ambitions 4:33

3M ago4:33

4:33

In today's episode, we delve into Mexico's economic landscape amidst U.S. trade tensions and ambitious infrastructure plans. With Fitch Ratings maintaining Mexico's credit rating and potential recession forecasts for 2025, we explore the impact of proposed U.S. tariffs and Mexico's strategic response through renewable energy investments. Join us as…

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Mexico’s Economic Crossroads: Trade Tensions and Recession Risks 5:10

3M ago5:10

5:10

In today's episode, we delve into Mexico's economic challenges as Fitch Ratings maintains its 'BBB-' rating amidst looming recession fears. With escalating trade tensions with the U.S., Mexico considers imposing tariffs on American meat imports. We explore the impact of U.S. tariffs on Mexican goods, the fluctuating peso, and the country's labor ma…

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Mexico’s Economic Transformation: Navigating Trade Tensions and Investment Opportunities 5:33

3M ago5:33

5:33

Explore Mexico's strategic economic shifts as it faces potential recession and embraces new policies for fiscal consolidation. Discover how Mexico is leveraging its USMCA membership to surpass China as the top U.S. supplier, attracting major investments from automotive giants like Tesla and General Motors. Despite infrastructure and regulatory chal…

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Mexico’s Ambitious National Development Plan: A Vision for 2025-2030 4:44

3M ago4:44

4:44

Explore Mexico's newly unveiled National Development Plan 2025-2030, which emphasizes economic transformation and social well-being. Discover the strategic priorities, including massive infrastructure investments and an expanded housing program, aimed at fostering sustainable growth and improving living conditions across the nation. Join us as we d…

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Mexico’s Economic Struggles: Recession Risks and Trade Tensions 4:09

3M ago4:09

4:09

In today's episode, we delve into Mexico's looming economic challenges as Fitch Ratings predicts a GDP contraction for 2025. We explore the impact of U.S. trade tensions and the Mexican government's fiscal strategies. Despite some positive indicators like stable inflation and exchange rates, the threat of recession remains. Join us as we analyze th…

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Mexico’s Economic Crossroads: Trade Tensions and Future Prospects 4:58

3M ago4:58

4:58

In today's episode, we explore the growing economic uncertainty in Mexico amid escalating trade tensions with the United States. We discuss the implications of new tariffs, the country's National Development Plan 2025–2030, and Fitch Ratings' forecast of a potential recession. Join us as we analyze the critical factors shaping Mexico's economic tra…

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Tariff Pause: Market Momentum or Short-Lived Relief? 39:04

3M ago39:04

39:04

In Episode 34 of Market Enthusiast, Noah and Chris unpack the recent surge in market volatility driven by tariff reversals and escalating US-China trade tensions. From tech restrictions and Taiwan to shifting manufacturing trends and investment opportunities, they explore the forces reshaping global trade—and the lasting role of the US dollar at th…

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Mexico’s Economic Forecast: Challenges and Strategic Responses 5:08

3M ago5:08

5:08

In today's episode, we explore Mexico's revised GDP growth forecast and the economic challenges it faces. With the Mexican peso depreciating and trade relations with the U.S. under strain, we discuss how Mexico and Brazil are strengthening ties to counterbalance tariffs. Our correspondent provides insights into the factors contributing to Mexico's …

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Semana Santa Boosts Mexico’s Tourism Amid Economic Woes 8:58

3M ago8:58

8:58

Explore how Mexico's tourism sector is thriving during Semana Santa 2025, with record-breaking projections despite the country's grim economic outlook. Discover the challenges and strategies in place to sustain tourism growth, and delve into Mexico's broader economic struggles, including U.S. tariff impacts and rising unemployment. Join us for an i…

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How to deal with tariff turbulence 24:15

3M ago24:15

24:15

Markets are moving fast in response to US tariffs that standto reconfigure global trade. In our latest podcast, Erica Whyte speaks to Charles Stanley Direct’s Chief Investment Analyst Rob Morgan about their impact, the market fallout, and how investors should think about their portfolios. Recorded 9th April 2025.…

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Mexico’s Economic Challenges and Ambitious Recovery Plan Amid U.S. Tariff Tensions 13:15

3M ago13:15

13:15

In today's episode, we delve into Mexico's revised economic growth forecasts for 2025 and President Claudia Sheinbaum's ambitious 18-point plan to stimulate the economy. We also explore the rising concerns over U.S. trade policies, including new tariffs that could impact Mexico's key industries. Join us as we discuss the potential implications for …

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Markets on Pause: Tariffs, Tech, and What's Next 38:06

3M ago38:06

38:06

In Episode 33 of Market Enthusiast, Noah and Chris discuss various aspects of the current market landscape, including the implications of new tariffs, the resilience of the American consumer, and the evolving role of AI and robotics in the job market. They also delve into the dynamics of IPOs and the upcoming jobs report, emphasizing the uncertaint…

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Mexico’s Economic Forecast: Challenges and Opportunities Ahead 4:55

3M ago4:55

4:55

In today's episode, we delve into Mexico's revised economic growth forecast for 2025, highlighting the factors behind the downward adjustments and the structural challenges revealed by the 2024 Economic Census. We discuss the potential risks of a recession, the impact of trade tensions with the U.S., and the silver lining of easing inflation. Join …

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Mexico’s Economic Crossroads: Tariffs and Recession Risks 4:50

4M ago4:50

4:50

In today's episode, we delve into the challenges facing Mexico's economy as it teeters on the brink of a recession. With the U.S. set to impose a 25% tariff on auto imports, Mexican officials are in high-stakes negotiations to protect their vital auto industry. We explore the potential impacts, the ongoing diplomatic efforts, and the mixed economic…