Brazil
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
As As BMI had suggested on various occasions, local debt has been the name of the game in Latin America since late 2008, and should continue to outperform other assets classes well...
2008-12-29Economy
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
Since first calling for significant yield compression of Brazilian DI interest rate swap yields one month ago, our view on the January 2010 contract has played out nicely, even exceeding...
2008-12-19Economy
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
Our interest rate targets for 2008 in Brazil, Chile and Peru have now been met following the recent policy rate meetings in all three countries. In October, we decisively shifted...
2008-12-12Economy
While the Brazilian economy is set to post another year of robust economic growth in 2008, we are revising down our 2009 and 2010 real GDP growth forecasts to 2.3% and 2.6%, respectively....
2008-12-10Economy
On December 5 BMI suggested that Colombia may find it difficult to attain investment grade status next year, counter to previous assumptions, due to global market distress and a worsening...
2008-12-08




