Brazil
Economy
Risk appetite made a striking comeback towards the end of last week, and we are turning outright bullish Brazilian stocks and the Mexican peso, initiating both views in our Key Market...
2010-03-08Economy
A renewed boost of confidence in Brazil's economy has seen the government's US$ Global 2027 bond rally in recent trading, with the yield on the instrument compressing towards 6.1%...
2010-03-02Economy
Varying asset classes across Latin America have made a considerable comeback in recent weeks, following the initial resurfacing of risk aversion among global investors in late January....
2010-02-23Economy
Despite the recent bounce in global equity markets, we maintain our bearish bias towards Latin American stocks over the medium term, and are currently looking for short-term resistance...
2010-02-10Economy
Following a sharp sell-off in recent weeks, we believe that several key Latin American currencies are now looking highly oversold, suggesting to us that some regional units could...
2010-02-09Economy
Regular readers of the Latin America Daily Financial Alert will be familiar with our bearish stance on Brazil's US dollar debt. Since initiating our bearish US$ Global 2027 position...
2010-02-08Economy
After taking a heavy beating against a host of currencies in recent weeks, the Brazilian real looks set for some near-term retracement as selling pressure on the unit seems to be...
2010-02-02Economy
Despite having started the year strongly, the recent weakness in global stock markets is being keenly felt across Latin America, with several of the region's key bourses either having...
2010-01-26




