Argentina
Economy
Latin American equity indices have undergone a severe bear market in 2008, closing the year down almost 60% in some cases. While equity markets across the world have seen enormous...
2009-01-02Economy
BMI View: We have grown extremely bearish on Latin America's growth prospects as the region faces a darker age of lower commodity prices, stricter financing, and waning demand. In...
2008-12-23Economy
It appears that the recent relief rally for equity markets is running out of steam, and we believe that, in line with our general bearish outlook on LatAm stocks, bourses across the...
2008-12-23Economy
BMI View: We have grown extremely bearish on Latin America's growth prospects as the region faces a darker age of lower commodity prices, stricter financing, and waning demand. In...
2008-12-23Economy
BMI View: Ecuador's outright suspension of external debt payments, which has triggered the first major default since Argentina in 2001, will inevitably put Latin America's sovereign...
2008-12-15Economy
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
2008-12-02Economy
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...
2008-12-01Economy
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...
2008-11-25Economy
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...
2008-11-24Economy
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




