Hot money or structural shift? Inside the emerging market debt surge
We haven't written up this one. Seeking Alpha News has the full story — the link below goes straight to it.
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Dropbox CFO Ross Tennenbaum Sells 97,558 Shares for $3.4 Million
Sale executed under pre-scheduled Rule 10b5-1 trading plan adopted in June 2026. Tennenbaum retains ~691,000 directly held shares worth ~$25.8 million.
Mexico Edges Closer to Investment-Grade Risk in 2027 Budget
Key Facts — What happened. Analysts say Mexico’s newly delivered 2027 Paquete Económico (economic budget package) leaves little room before a possible investment-grade downgrade. — How big.
- Mexico's 2027 budget shows widening fiscal gap and potential challenges for investment-grade status.
- Projected revenue lower than spending, requiring nearly MXN$1.7 trillion in new borrowing.
- Debt ratio expected to reach 55% of GDP by 2027, contradicting pledged fiscal consolidation.
