John H. Welch
Summary Brazil’s fiscal health continues to deteriorate at break-neck speed. The government has abandoned the original, extremely relaxed fiscal targets, and the market is catching on. The Banco Central do Brazil has lowered the SELIC policy rate 300bps since it started easing but has already turned more cautious in discourse if not yet action. Now […]
John H. Welch
The monetary reaction to the failure of regional banks starting with SVB looks like that experienced in many Emerging Market countries, namely Brazil and Argentina.
Sam van de Schootbrugge
To give a taste of how each team (and their country) will fare, we’ve asked our network for their views. We’ve asked people the following questions...
Reuven Benichou
Brazil’s financial markets have tumbled this week tumbled after President Jair Bolsonaro’s 19 February decision to fire the...
Reuven Benichou
Emerging markets (EM) have become a big focus for investors in recent weeks. While EM markets may initially rally in tandem, as time goes...
Mehdi Farooq
When President Trump suggests that injecting disinfectant could cure COVID-19 both health experts and the disinfectant manufacturers quickly came...
Harshal Babla
Banxico is expected to continue its easing cycle with another 25bps rate cut to 7.0% on Thursday. All but one of the 23 respondents in the latest...
Thanos Papasavvas
We are yet to escape the aftermath of the global financial crisis. Technological developments, globalisation, and ample liquidity...
Miguel Ovalle
As the race for the Presidential Elections continues in Argentina, the Federal Government, led by Mauricio Macri, just took another dangerous step...
Miguel Ovalle
Apparently, the 25% correction in the ARS vs. the USD that we were expecting by the beginning of the week was not enough for the markets...
Gary Licht
Ukrainian assets are on fire. The 10-year Eurobond has returned nearly 30%, the local currency has delivered well over 20% (including carry)...
Miguel Ovalle
Argentina is set for one of the worst trading days in weeks after voters in Argentina soundly rejected current administration led by Mauricio Macri...
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