With Trump in the White House, the traditional US-Russia relationship is under the spotlight. Here’s how a new found-relationship between the two powerhouses will affect companies exposed to the dollar/ruble spread.
After pulling out of the Trans-Pacific Partnership, Trump has signaled his desire to renegotiate US participation in the longstanding North American Free Trade Agreement. This only adds to near-term uncertainty for the Mexican Peso. What does this mean for companies with cash flows exposed to the peso?