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What does EM real carry look like right now?
EM — MXN Ex-Post Real Yield

Mexico's ex-post real short yield — the policy/short rate minus realized CPI inflation, a coarse read of EM real carry.

How Mexican short/policy rate minus CPI YoY (ex-post real short yield).Formula real yield ≈ short rate − CPI YoYSource FRED (Banco de México)

fx_em_real_yield

How to read Where MXN real short carry sits now — a present-state real-yield level, descriptive only.

Ex-post real short yield; EM spot is distorted by NDF/onshore-offshore spreads and FX intervention — a coarse present read, never a vulnerability score or forecast. (MXN only; BRL has no free FRED short rate.)

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