Mexico
Economy
We have taken a closer look at some Latin cross-rates against the British pound, after sterling sold off to its lowest level against the euro on record on November 13. A combination...
2008-11-14Economy
The sovereign credit profile in Latin America has deteriorated markedly since the last edition of our proprietary risk ratings, to the point where the region's creditworthiness is...
2008-11-13Economy
Latin American local rates have barely recovered lost ground since October's unprecedented financial market distress - a tell-tale sign, in our view, that investors remain very much...
2008-11-10Economy
Boosting liquidity in Mexico's financial markets has been the dominant theme concerning local policymakers this week. On October 27, the finance ministry (Hacienda) announced changes...
2008-10-30Economy
The volatile climate across global financial markets has made it increasingly difficult to gauge short-term moves of late, but our call for a bounce in selective EM FX appears to...
2008-10-29Economy
Broadly speaking, we would apply the same level of caution towards EM assets this week, as headline recessionary risks continue to dominate market action. Indeed, flight to quality,...
2008-10-27Economy
There is no need to remind regular readers of our long-held bearish stance towards EM stocks. Late last year, we saw little to like about this asset class on our fundamental belief...
2008-10-23Economy
We expect another eventful week for our main currencies in Latin America, following last week's epic sell-off in the Mexican peso, the Brazilian real and the Chilean peso, which have...
2008-10-13Economy
The massive spike in global volatility seen since early September (reflected by a surge in the VIX Index to historically high levels at the end of the month) has put a dampener on...
2008-10-01Economy
Following the rejection of the US bailout plan, and the subsequent battering of Latin America's benchmark stock markets, the short-term outlook for local equities is extremely precarious,...
2008-09-30



