Analysis On Fixed Income, Fx & Equity Markets

Across the Latin America region, equity markets are looking shaky due in our view to the threat posed by burgeoning inflationary pressures and the potential for a short-term correction... 2011-01-25

We now expect Mexico's central bank to cut the overnight policy rate in 2011, to 4.00% from 4.50% at present, which is below consensus and well below market expectations. The trigger... 2011-01-21

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... 2011-01-20

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... 2011-01-13

While Q310 shows that the Dominican Republic's fiscal situation has improved markedly, registering a surplus for the first time since 2007, we still believe the government has some... 2011-01-12

Cuba's recently-undertaken internal economic reforms and the possibility of finally developing its offshore oil fields augur well for its growth trajectory and debt profile going forward.... 2011-01-11

Puerto Rico's index of economic activity (very closely correlated with GDP) registered a year-on-year decline of 2.5% in November 2010.

The 2011 budget was passed by the Chamber of Deputies on 20 December by 99 votes to eight, with all 54 opposition Partidio Revolucionario Dominicano (PRD) deputies abstaining.

Inflation ended 2010 slightly above our forecast of 6.0% y-o-y, at 6.5% y-o-y.

The massacre of eight bus passengers in central Honduras on January 6 is the most recent incident in a string of violent crimes related to the illegal drugs trade. Like many of its... 2011-01-11