Alfonso Escobar

Opinions are my own, re-tweets ≠ endorsement. Focus on Macro and Financial Mkts. Ran Citibank's CBTrsy & GBM's FXHedge.

[Alfonso Escobar @alfonsoescobar]

@marcooviedo En una de esas, el BoJ meterá las manos para celebrar el empate, no pasará de 162.

[Alfonso Escobar @alfonsoescobar]

@marcooviedo Y le puedes agregar que Infantino en persona silvara esos juegos!!
Solo para asegurar que ninguno, le de la sorpresa a los Argentinos!

[Alfonso Escobar @alfonsoescobar]

@Reforma @Claudiashein De una vez que pongan en la Constitución la posibilidad de que México sea invadido por seres de otro planeta, no vaya a ser que vengan por nuestro petróleo, nuestro litio, que se quieran robar a Tlaloc o se quieran llevar una trajinera!
Total, si a pendejadas vamos, no está de +!

[Alfonso Escobar @alfonsoescobar]

@PabloHiriart Cómo dice el dicho, "el que atiende a dos amos, con uno queda mal"..
La lealtad la tiene con López, así se hunda el país.
Queda mal con Trump, que una vez más, al colgar la llamada solo pide al departamento de justicia que le den una vuelta más a la tuerca!

[WSJ Business News @WSJbusiness]

Chinese companies have amassed ownership stakes in about 10,000 auto suppliers in America https://t.co/qgFF5fhTE3

[Washington Report @Washington_Rep]

A U.S. government review of all 53 Mexican consulates operating inside the United States is underway, with possible closures under consideration. The action is occurring amid heightened bilateral tension, recent security incidents, and ongoing political strain.

🔍 Key Drivers Behind the Review:
- Security incidents involving U.S. personnel in Mexico — including the deaths of two CIA officers during a counter‑narcotics operation in Chihuahua — triggered renewed scrutiny of cooperation and communication between the two governments.
- U.S. indictments of Mexican officials — including members of President Claudia Sheinbaum’s party — on drug‑trafficking charges intensified political pressure.
- Administration policy alignment — The State Department frames the review as part of ensuring diplomatic operations match the administration’s “America First” foreign‑policy agenda.
- Precedent of consulate closures — The U.S. has previously shut down Chinese and Russian diplomatic facilities over security concerns, and officials cite these actions as comparable.

🧭 What the Review Could Mean:
- Potential closures — No specific consulates have been named, but closures remain possible depending on the review’s findings.
- Impact on Mexican nationals — Mexico operates the largest foreign consular network in the U.S., providing essential services such as passports, legal aid, and immigrant support. Millions rely on these offices, especially in states like Texas, California, and Arizona. Closures would significantly reduce access to documentation and legal assistance.
- Diplomatic strain — The move risks deepening tensions at a moment when both governments are already navigating disputes over security cooperation, sovereignty, and cartel‑related operations.

🌐 Broader Context:
- President Trump has taken an unusually aggressive posture in Latin America, including actions in Venezuela, Cuba, Argentina, and Honduras, and repeated threats of unilateral action against Mexican cartels.
- President Sheinbaum has attempted to maintain cooperation while asserting Mexican sovereignty, especially after incidents where U.S. operations occurred without full Mexican authorization.

[Alfonso Escobar @alfonsoescobar]

@marcooviedo A los de Morena les queda bien!
And wait till next week, more indictments to come!

[Alfonso Escobar @alfonsoescobar]

@lbrglobal They knew they could hand over not only Rocha Moya but also other less important figures, while sparing the more significant ones!

[Alfonso Escobar @alfonsoescobar]

@lbrglobal And what if... Mexico plays the card of demanding more evidence to measure the depth of the investigations carried out in the USA.
In the end they might hand over Rocha Moya, but they would know exactly the size of the offensive they are exposed to.

[Alfonso Escobar @alfonsoescobar]

@rocknrollofall Just for a moment I had Santana in my mind!

[FinancialJuice @financialjuice]

Japan to import 1m barrels crude oil from Mexico - Nikkei.

[José Díaz Briseño @diazbriseno]

- Arizona's @RepGregStanton is arguably the member of the 🇺🇸US Congress most closely following 🇲🇽Mexico issues

- Here, the former Phoenix mayor pushes the Trump Administration to take a stand about Sheinbaum's judicial reform which stripped Mexico's Judiciary of its autonomy

👇

[Alfonso Escobar @alfonsoescobar]

@MichValledbravo Solo le recuerdo que las comunidades viven del lago y de la actividad que genera el lago o presa o reservorio, cómo le acomode decirle.
Póngase a trabajar en la extracción ilegal del agua que están terminando con la vida del pueblo y comunidades
Yéndose el agua, se irá la gente!

[Alfonso Escobar @alfonsoescobar]

@EYakoby @AlbertoBernalLe Yes, both of the Iranian commanders are dead, but Iran keeps shooting at Israel and it seems the will keep shooting!

[Alfonso Escobar @alfonsoescobar]

This whole situation is getting worse; South Korea says it only has enough LNG reserves for 9 days.

[Umud Shokri Ph.D. 🛢 @ushukrik]

#China has just told their largest oil refiners to SUSPEND exports of diesel and gasoline. #oott

[World of Statistics @stats_feed]

🇲🇽 Mexico GDP (current prices)

1986: $0.16 trillion

2006: $1.02 trillion

2026: $2.03 trillion

(IMF)

[zerohedge @zerohedge]

*TRUMP’S GLOBAL TARIFFS STRUCK DOWN BY US SUPREME COURT

[FinancialJuice @financialjuice]

⚠BREAKING: Trump’s global tariffs struck down by the US Supreme Court.

[zerohedge @zerohedge]

"Special Security Reasons": FAA Abruptly Halts All Flight Operations Above U.S. Border Town El Paso https://t.co/9jcdJsGe6v

[Alfonso Escobar @alfonsoescobar]

@KobeissiLetter Someone has explained to Trump that if he is already at odds with China and with countries in the Southeast, his only option is to strengthen the North American area for his supply chains.
It is not very prudent or appropriate to shake up the immediate neighbors so much.