the bond market isn't clapping

on Claudia Sheinbaum's mind since 2026-09-03

The history

1. 2026-09-09— #3 · 14% · fading — Smaller Deficit, Bigger Shovels
2. 2026-09-08— #2 · 15% · rising — The Economist says fiscal woes; Hacienda says the investment grade is fine
3. 2026-09-03— #4 · 9% · new this week — The applause stops at the trading desk