Mexico
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
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
We continue to call for a widening of the spread between Mexico's 10-Year Mbono and the December 2010 TIIE interest rate swap, which has already seen an increase of 53 basis points...
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
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...
2010-01-26Economy
As we highlighted in our Latin America Daily Financial Alert last week, we believe that downside pressure on the Brazilian real is building, and we see room for further near-term...
2010-01-18Economy
Following surging gains in 2009, Latin American equity markets have started the new decade looking strong, with notable advances on the first day's trading of the year representing...
2010-01-05Economy
The Mexican peso closed above key trendline resistance at MXN12.69/US$ on December 2, setting up an over 12-month high for the currency. We view this as a highly bullish break for...
2009-12-03




