외환/환율
📈 긍정적
Mexican Peso: Carry liquidation pressures LatAm currencies – MUFG
요약
MUFG’s Derek Halpenny notes that rising rates volatility is driving a broader unwind of EM FX carry trades, with LatAm currencies under particular pressure. USD/MXN has surged and MXN long leveraged positions are being squeezed as implied volatility jumps.