Latin America
Brazil / Economy
After last week's strong closes, the Mexican IPC and Brazilian Bovespa equity indices have started the week on the back foot, reinforcing our view that a major correction could be drawing close for both markets.
2010-08-31Argentina / Economy
President Cristina Fernández's demand for a review of the 1976 deal that saw Argentina's largest paper maker sold to some of the country's biggest media companies reinforces our view...
2010-08-26Mexico / Economy
The Mexican peso has been hit harder than most regional currencies in recent trading, and with risk aversion still gripping global markets we anticipate further short-term losses against...
2010-08-24Analysis On Fixed Income, Fx & Equity Markets
Brazil
After last week's strong closes, the Mexican IPC and Brazilian Bovespa equity indices have started the week on the back foot, reinforcing our view that a major correction could be drawing...
2010-08-31Argentina
President Cristina Fernández's demand for a review of the 1976 deal that saw Argentina's largest paper maker sold to some of the country's biggest media companies reinforces our view...
2010-08-26Brazil
Since we set out our bullish view on Brazilian local debt at the beginning of August yields have compressed rapidly, breaking though multi-month resistance at both the short- and long-end...
2010-08-20Brazil
For some time now, our regional FX favourites have been two pesos, Chilean and Colombian, which have remained on appreciatory trajectories over recent months. Boosted by robust domestic...
2010-08-17BMI View: Robust economic recoveries have seen a continued improvement in the ability of Latin American sovereigns to service external debt obligations. However, large external imbalances...
2010-02-18Latin America's sovereign creditworthiness has taken a severe hit since our last sovereign risk ratings update on the region, following a series of downgrades to our core economic...
2009-05-29Argentina
The financial storm that swept across global markets last year has rapidly degenerated into an economic hurricane. Consequently, we have grown bearish on Latin America's economic...
2009-01-30There has been a broad-based reduction in Latin America's sovereign risk scores in the latest update of our ratings, as the region continues to feel the tremors of financial woes...
2008-07-24Mexico
The Mexican peso has been hit harder than most regional currencies in recent trading, and with risk aversion still gripping global markets we anticipate further short-term losses against...
2010-08-24Argentina
Having depreciated consistently since the start of 2010, the Argentine peso is taking something of a breather, trading within a narrow ARS3.9200-3.9400/US$ range since the start of...
2010-08-18Colombia
The Colombia peso has been one of the major regional outperformers over recent weeks, and we see little to threaten the currency's performance over the near term. The break through...
2010-07-30Brazil
With the euro staging something of a relief rally against the US dollar in recent days, we see scope for the Brazilian real to gain modestly relative to the greenback in the very near...
2010-07-07
