Colombia
Economy
While we still like major Latin American currencies from a fundamental perspective, the persistent threat of intervention from central banks and governments keen to cap appreciation...
2011-03-03Economy
Our regional market strategy sees equities as the best performing asset class in Latin America over 2011, but recent global events have certainly tested this view. Nevertheless, a core...
2011-03-02Economy
BMI View: Latin America's sovereign risk credentials continue to improve overall, boosted by broadly strong growth rates and high commodity prices. However, we caution that the outlook...
2011-02-09Economy
Since calling for Peruvian credit default swaps (CDS) to outperform that of Colombia in mid-December, Peru's 5-year contract has moved rapidly inside it Colombia counterpart, a trend...
2011-02-07Economy
Rising inflation will be a concern for economies across Latin America and the Caribbean in 2011. For some countries the main issue will be one of policy, and the maintenance of authorities'...
2011-02-01Economy
With equity markets in Latin America looking shaky, and our broadly bullish forex views playing out - we are up an implied 0.6% on our bullish CLP/US$ Key Market View - we return our...
2011-01-26Economy
As monetary policy continues to dominate the macro scene across Latin America, we draw attention to our view on the convergence of yields along Colombia's benchmark local government...
2011-01-20Economy
The majority of Latin American equities have had a very good start to 2011, boosted by stronger-than-expected macro data in the Eurozone and the US, and we maintain our broadly positive...
2011-01-13Economy
Following several months of weakness the Colombian peso pulled back in recent trading, breaking through technical resistance at COP1,900/US$ to resume an appreciatory trend. With momentum...
2011-01-12Economy
Despite a recent bout of weakness against the dollar, the Chilean peso continues to outperform many other regional currencies. A combination of dollar strength and weak industrial...
2010-11-30



