Analysis On Fixed Income, Fx & Equity Markets

We are reiterating our constructive view on Brazilian and Colombian equities (see our online service, January 5, Asset Class Strategy), which was based on their attractive valuations... 2012-01-18

The strong performance of Colombia's benchmark equity index on January 10, when it broke above major resistance at the 13,000 level, was followed by a slight retracement on January... 2012-01-11

Colombia's weak consumer price inflation print for November, at just 0.14% month-on-month, supports our out-of-consensus view that the next move from the central bank (BanRep) will... 2011-12-08

Although there is still much uncertainty as to the outcome of the December 9 eurozone policy meeting, some Latin American financial markets are looking pretty strong at the time of... 2011-12-07

Technical indicators suggest to us that the LatAm equity rally, which has seen most regional markets perform well since the start of October, is coming to an end, and the near-term... 2011-11-10

n light of news that the Greek Prime Minister is pushing for a referendum on the country's recently-agreed bailout and debt writedown, which has hit global risk assets hard, we have... 2011-11-02

Our neutral stance towards Mexico's benchmark IPC equity index is reinforced by its weak technical picture and valuations, which in our view still appear too expensive. That said, we... 2011-10-20

In early August we suggested that the steepening in Mexico's peso-denominated (MBono) sovereign yield curve was a sign of investor concerns about the long-term health of the Mexican... 2011-10-18

The current bout of global risk aversion has led to a substantial sell-off across Latin American currencies in recent trading. While the global economic outlook remains unclear - as... 2011-10-06

Although we maintain our neutral stance towards Mexico's benchmark IPC equity index, which has fallen by almost 15% since the beginning of 2011, it is not all bad news for Mexican equities,... 2011-10-05