Mexico is on monitor; stronger confirmation would move it into a warning band.
Leading receipt: Unrest +43%. Mexico unrest above trailing baseline · 1520 recent events
If signals persist, the cleanest market read is long GOLD over weeks to months.
Risk cools if the country loses independent confirmation for 24h and priced-market stress stops widening.
Coverage says what the system could observe; confidence says how many independent evidence families agree. They are deliberately not the same thing.
Business-jet activity over Mexico, measured against its observed median baseline.
Research long GOLD Country signals in Mexico overlap with gold miner with em operations.
Research long NEM Country signals in Mexico overlap with largest us gold miner.
EWW is the cleanest listed country proxy for Mexico risk repricing.
Mexico unrest above trailing baseline · 1520 recent events
Z30d 1.43σ · +0.5% 24h