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Significance

Trump has threatened numerous car manufacturers in recent weeks, in an apparent effort to bring back or retain US manufacturing jobs. While his comments have been downplayed by most companies, they appear to have already had a role in scuppering some Mexican investment plans.

Impacts

Trump's threats will push down the value of the peso for some time to come.

The weak peso, paradoxically, could create an incentive for some manufacturers to move production to Mexico.

US automakers may lobby Congress to blunt any protectionist actions against their Mexican operations.

Mexico's firm free-trade stance and the threat of a trade war will preclude any protectionist response.

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