Valeria Mendiola

Thematic Equities | Former Emerging Markets Fixed Income | Economía (@ITAM_mx). MPA/ID (@Harvard) | Opinions are my own.

[Valeria Mendiola @ValeMendiola]

What an amazing chart from @axios on U.S. - China trade.

"If Donald Trump succeeds in significantly reducing the U.S. trade deficit with China, he'll do so against the force of history — and of market expectations"

[Valeria Mendiola @ValeMendiola]

"2024 Has Been a Year of Extremes in the Stock Market. Can It Last?"
Investors betting on a simple reversion to the mean might be disappointed. This isn’t your grandfather’s stock market.
https://t.co/VMgnud7EFe

[Valeria Mendiola @ValeMendiola]

Are Intel’s Problems Too Big to Fix?
Intel’s stock lost 61% of its value between Gelsinger’s first day on the job in early 2021 and Friday’s close. The S&P 500 has gained 53% over the same period.
https://t.co/hfXSR6lZi4

[Valeria Mendiola @ValeMendiola]

"U.S. stocks’ capitalization rose by $1.62 trillion on Wednesday, their fifth-best one-day showing ever"
https://t.co/eZwXw695YJ

[Valeria Mendiola @ValeMendiola]

Mexican peso free falling.

[ian bremmer @ianbremmer]

europeans are going to freak the hell out tomorrow morning…

[Valeria Mendiola @ValeMendiola]

The Federal Reserve is poised to start cutting rates on Wednesday. How those cuts will ripple their way through the economy is an open question.
https://t.co/XwPTyO1gEm

[Valeria Mendiola @ValeMendiola]

The private credit market is now (~) larger than the high yield public credit market.
Best podcast I’ve listened to on private credit, the pros, cons, and overall challenges. https://t.co/cITH1FyjR6

[Valeria Mendiola @ValeMendiola]

Great article on the evolution of #NVDA's chips and the soon-to-come Blackwell chip.
https://t.co/S8g4cW1lep

[Valeria Mendiola @ValeMendiola]

"Some market watchers questioned if Nvidia Chief Executive Jensen Huang’s comments on his quarterly earnings call would be more important for the market than Federal Reserve Chair Jerome Powell’s address in Jackson Hole, Wyo."
#NvidiaDay

https://t.co/O7xEPTZc5g

[Valeria Mendiola @ValeMendiola]

#Bloomberg: The Mexican peso led losses among major peers Tuesday after a key congressional committee approved @lopezobrador_ full plan to overhaul the nation’s judiciary:

[Valeria Mendiola @ValeMendiola]

💔🇹🇷

[Valeria Mendiola @ValeMendiola]

Perhaps our most acute awareness of the lacuna between the life we do have and all the lives we could have had comes in the grips of our fear of missing out—illuminations in which we recognize that parallel possibilities exist alongside our present choices https://t.co/QEqVyPummg

[Dana Bash @DanaBashCNN]

Hey ⁦@latimes⁩ - yes John and I used to be married. We are now friends and share a wonderful son together. In this context I am not an “ex wife,” I am a veteran journalist with decades of experience who worked hard for this role. Do better please.

[Valeria Mendiola @ValeMendiola]

@Mau_Bastien @CarlosLopezLina Super - ¡gracias!

[Valeria Mendiola @ValeMendiola]

Twitter que todo lo sabe:
¿Alguien por aquí se ha ido a Holanda 🇳🇱 a estudiar una maestría?
¿Saben de becas / créditos más allá de los comunes (Conacyt/Funed, Banxico, etc...)? 🙏

[Valeria Mendiola @ValeMendiola]

@Caltrans9 Thank you.

[Valeria Mendiola @ValeMendiola]

Hey @Caltrans9 - is the 395 closed southbound too, or only northbound?

[Valeria Mendiola @ValeMendiola]

Happiness in CA.

[Valeria Mendiola @ValeMendiola]

@NieveMandarina Yo compré esta y me ha funcionado de mega maravilla. Me cambió la vida para cuando estoy de viaje.

https://t.co/1UPpi74nlN