Mexico: what to watch after Amlo’s resounding victory

The conciliatory tone of Andrés Manuel López Obrador’s (Amlo’s) speeches following his convincing presidential election victory has been relatively well-received by the markets. But it’s worth cautioning that we still have little clarity on Amlo’s economic policies. We’ll be looking in the coming weeks for indications of the size and nature of any fiscal stimulus or signs of a more interventionist energy policy.