Analysis On Fixed Income, Fx & Equity Markets

In our view, Mexico's IPC equity index could start looking attractive in the short term, as deeply negative global investor sentiment begins to unwind, the US economy continues in... 2011-09-29

After selling off aggressively against the US dollar over recent weeks, both the Brazilian real and Mexican peso are currently experiencing some retracement which could well continue... 2011-09-26

The recent bout of global risk aversion has triggered a significant sell-off in the Chilean peso in recent trading, and without strong policy statements from both the US and Eurozone... 2011-09-21

Consumer price inflation in Brazil did not peak in August, as Central Bank President Alexandre Tombini had predicted, with the broad national consumer price index (IPCA) up 7.33% y-o-y... 2011-09-21

After calling the end to the carry trade in early August (see our online service, August 9, 'Carry Trade Over For Now') the currency rout for the Mexican peso and Brazilian real has... 2011-09-20

BMI View: We now expect the Banco Central de Reserva Del Perú (BCRP) to put interest rates hikes on hold at least until the end of 2012, leading us to revise down our policy rate... 2011-09-15

While Chile's IGPA equity index continues trading sideways, with little indication of future direction, we believe the longer-term outlook for the bourse implies there is still moderate... 2011-09-15

Our concerns of a debt crisis in Venezuela have been heightened by news that President Hugo Chávez is seeking to withdraw from the International Centre for the Settlement of Investment... 2011-09-14

Brazil's Bovespa equity index bounced strongly on September 7, up 2.93% on the day, taking the bourse back above the 56,000 level. The picture is still very volatile, with domestic... 2011-09-08

Consumer price inflation readings for the month of August suggest that the Brazilian economy is entering a period of higher seasonal price pressures, reinforcing our view that the surprise... 2011-09-07