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ANALYSIS: US Tariffs could Shift Export Gains Against Rising Costs for Brazil
President Trump’s trade war could reshape trade flows by driving countries like Mexico and China toward Brazil or forcing them to negotiate with the US in an attempt to avoid tariffs. Simultaneously, a strong USD would likely lead to inflation in Brazil by increasing import costs and boosting export volumes, leading to higher domestic prices in Brazil.
Tariffs will either force buyers closer to Brazil or to negotiate with the US. Should a new wave of tariffs lead to a decrease in the competitiveness of...
ANALYSIS: Impact of the USDA Suspension on Mexico-US Cattle Trade
Mexico, as a key beef exporter to the United States (US) market, faces a commercial landscape influenced by multiple factors, including fluctuations in the peso-dollar exchange rate, domestic market conditions, and international sanitary regulations.
During the first half of 2024, the strengthening of the peso against the dollar reduced the competitiveness of Mexican exports, as domestic market prices surpassed those available in the US market. However, in the second half of the year, the strengthening of the dollar boosted exports by offering better returns for producers...
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