Manuel Jimenez Zaldivar

Banorte

Director of Market Strategy @ Banorte

Manuel Jiménez has 25 years of professional experience in the Mexican financial sector. Manuel is Director of Market Strategy at Grupo Financiero Banorte since December 2019, an institution in which he has collaborated for the last 13 years. He was previously Head of Equity research at Banorte and has broad experience covering Mexican companies. Before joining Banorte, Manuel worked in the equity research teams at Vector Casa de Bolsa and Casa de Bolsa BBVA Bancomer as well as a project finance analyst at Dresdner Kleinwort Wasserstein. Manuel Jiménez has a bachelor’s degree in Industrial Engineering from Universidad Iberoamericana and a master’s degree in finance from Universidad Anáhuac.

Manuel Jimenez Zaldivar
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Latest articles from Manuel Jimenez Zaldivar

Mexico: 1H-Sep inflation – Upward surprise amid signals of broader pressures

Inflation at 0.42% 2w/2w in 1H-Sep. This was much higher than consensus at 0.28%, and to our 0.29%. First, and contrary to our view, we highlight an acceleration at the core. Considering other potential episodes of volatility (due to the fiscal impas...
Banorte Alejandro
Alejandro Padilla Santana @ Banorte 23 September 2021

Mexico: Aug inflation – Diverging dynamics in the headline and core components

Annual inflation declined to 5.59% from 5.81% in July. At the core, processed foods (0.7%) remain on the upside, while other goods (0.7%) were affected by an adverse seasonality –the end of summer discounts on clothing–. Services edged up 0.1%, with ...
Banorte Juan Carlos
Juan Carlos Alderete Macal @ Banorte 9 September 2021

Weekly economic calendar - For the week ending September 10, 2021

In the US, attention on Biden’s possible decision on extending Powell’s mandate for a second term. In the Eurozone, the ECB decision and ZEW expectations survey. In China, consumer and producer prices and trade balance. In Mexico, industrial producti...
Banorte Gabriel
Gabriel Casillas Olvera @ Banorte 6 September 2021

Mexico: Banxico QR - Modest changes to the outlook, keeping a hawkish tilt

Banxico published today its 2Q21 Quarterly Report (QR). As a result, the box concludes that inflation during the pandemic has been mostly driven by global factors. Nevertheless, they keep stressing their high data dependency, which is key as the Boar...
Banorte Gabriel
Gabriel Casillas Olvera @ Banorte 31 August 2021

Mexico: Banxico Minutes – Strong discussions around the persistency of inflation

In line with our view, the tone remains hawkish. Finally, Deputy Governor Esquivel remained critical of the hikes, since “…an interest rate increase would have no effect on inflation stemming from supply shocks…” but could compromise the convergence ...
Banorte Gabriel
Gabriel Casillas Olvera @ Banorte 26 August 2021

Mexico: 1H-August inflation – Negative on a new price ceiling for LP gas

Inflation below expectations in 1H-Aug, at -0.02% 2w/2w. This was lower than consensus at 0.05%, but closer to our 0.03%. In turn, services stand at 3.4%, within the central bank’s variability range around the 3% target. In our view, market participa...
Banorte Alejandro
Alejandro Padilla Santana @ Banorte 24 August 2021

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Manuel Jimenez Zaldivar
Alejandro Padilla Santana
Mexico
Banxico
Santiago Leal Singer
Fixed Income - Sovereign
Macro
Macro-strategy
Juan Carlos Alderete Macal
Equity
Francisco Jose Flores Serrano
US
Leslie Thalia Orozco Velez
2021