Analysis On Fixed Income, Fx & Equity Markets
Argentina
After Monday's turbulent start to the week, here are our views on several stand-out charts spanning across the asset class spectrum of equity, fixed-income, and
2008-12-02Argentina
One of the more worrying trends starting to surface in Latin America this year has been the softening of industrial production (IP) across the region. Indeed, the chart below depicts...
2008-12-01Brazil
For those observers of the Brazilian economy who share BMI's monetary policy outlook and concur with our view that interest rates in the country will head south in 2009, we continue...
2008-11-28Brazil
With the US Fed's US$800bn capital injection offering a reprieve for global markets this week, we believe that there could be room for the Brazilian real and Mexican peso to regain...
2008-11-26Argentina
The Latin American sovereign credit space remains firmly in distressed territory, with risk premia across the board pricing in a far greater probability of default than in Q308. Stubbornly...
2008-11-25Mexico
Mexico's bi-weekly headline and core inflation spiked in the first half of November, to 6.2% y-o-y and 5.5% respectively (from 5.9% and 5.3% two weeks earlier), supporting our view...
2008-11-25Argentina
After holding up reasonably well in the first half of November, Latin America's benchmark currencies have started to look pretty dicey again versus the US dollar. Risk aversion is...
2008-11-24Argentina
After a fleeting rally in late October/early November - in line with trends witnessed across global markets - we believe that the medium-term bear run of Argentina's Merval equity...
2008-11-18
