-
Recent posts
Twitter Updates
- RT @valoreconomico: Buffett investe US$ 500 milhões no Nubank valor.globo.com/financas/notic… 4 days ago
- RT @BaneyMike: The gap keeps slowly closing. https://t.co/GqSMiRTcqg 5 days ago
- RT @bloggingsbyboz: There are about 1.8 million votes left to count. Keiko leads by about 100k and will gain another 100k margin from the f… 5 days ago
- Stepping outside of Latam this month to look at the negative impacts QE is having on collateral in the repo market… twitter.com/i/web/status/1… 2 weeks ago
- @tomphillipsin https://t.co/4i8YchJ0Hd 2 weeks ago
- RT @ASCOA: Want to hear more from the @VP about White House policy toward Central America? Join us Tuesday, May 4, when she speaks at #202… 1 month ago
- The next stage of growth from many #fintechs will be taking their battle for market share into the physical world.… twitter.com/i/web/status/1… 1 month ago
Archive
- September 2019 (1)
- July 2019 (1)
- May 2019 (1)
- April 2019 (1)
- December 2018 (1)
- November 2018 (1)
- October 2018 (1)
- May 2018 (2)
- April 2018 (1)
- March 2018 (4)
- January 2018 (2)
- October 2017 (2)
- September 2017 (2)
- July 2017 (2)
- June 2017 (1)
- May 2017 (6)
- April 2017 (4)
- March 2017 (11)
- February 2017 (1)
- January 2017 (1)
- December 2016 (3)
- November 2016 (2)
- September 2016 (4)
- July 2016 (1)
- May 2016 (1)
- March 2016 (4)
- February 2016 (3)
- January 2016 (5)
- December 2015 (4)
- November 2015 (3)
- October 2015 (4)
- September 2015 (2)
- June 2015 (3)
- May 2015 (4)
- April 2015 (2)
- March 2015 (2)
- February 2015 (3)
- January 2015 (2)
- December 2014 (1)
- November 2014 (1)
- October 2014 (3)
- September 2014 (3)
- August 2014 (4)
- July 2014 (2)
- June 2014 (3)
- May 2014 (3)
- April 2014 (1)
- March 2014 (4)
- February 2014 (4)
- January 2014 (3)
- December 2013 (1)
- November 2013 (5)
- October 2013 (7)
- September 2013 (2)
- August 2013 (2)
- July 2013 (1)
- June 2013 (3)
- May 2013 (3)
- April 2013 (1)
- March 2013 (2)
- February 2013 (4)
- January 2013 (4)
- December 2012 (2)
- November 2012 (2)
- October 2012 (2)
- September 2012 (1)
- August 2012 (4)
- July 2012 (3)
- May 2012 (4)
- April 2012 (3)
- March 2012 (1)
Tag Archives: FX
Argentina’s banks face strategy dilemma
The slow pace of Argentina’s fiscal reform programme finally caught up with its government last week and, compounded by an error in monetary strategy at the end of last year and a deteriorating risk environment for emerging markets, the country … Continue reading
Argentina: Two confessions
I am going to confess an unpopular opinion: I am getting worried about Argentina. I am also going to confess to embarrassing naivety: I have been testing my hypothesis with the wrong bankers. But first, my concerns about Argentina. The … Continue reading
Posted in Blog
Tagged Argentina, Caputo, Federico Sturzenegger, FX, growth, inflation, Nicolas Dujovne, president macri
Leave a comment
Argentina’s delicate balancing
President Mauricio Macri’s economic inheritance was toxic; his policy of gradual fiscal realignment looks like it will lead to success in this year’s crucial mid-term elections, but the country desperately needs investment to maintain the transition. Let me answer in … Continue reading
Posted in Blog
Tagged Argentina, Cambiemos, central bank, economic growth, economy, fiscal adjustment, FX, GDP, inflation, Kirchner, Macri, Mauricio Macri, mid-term elections
Leave a comment
Was Brazil’s crash an opportunity or the end of a bull run?
Bargain hunters came into the market for shares in the Brazilian banks at the end of last week as investors bought the crash that immediately followed a scandal that threatens to end Michel Temer’s presidency. However, while the subsequent recovery … Continue reading
Posted in Blog
Tagged banks, Bovespa, brazil, BRL, corruption, Eduardo Cunha, FX, GDP, impeachment, Joesley Batista, lava jato, michel temer, recession, scandal, shares, temer
Leave a comment
Brazil’s Central Bank admits it thought “good times would last forever”.
Commodity exports overvalued the real, sending manufacturing “down the drain” The Brazilian Central Bank has admitted Brazil was taken by surprise by lower commodity prices and had failed to prepare for the end of the commodity cycle. “A few months … Continue reading
Posted in Blog
Tagged brazil, Brazil Central Bank, commodities, depreciation, exports, FX, real
Leave a comment
Spotting the bottom for the Brazilian real
The continued slide of the Brazilian real below most investment banks’ assessment of its fair valuation against the dollar is leading to increased speculation among international investors about an entry point into the currency, the carry trade and asset purchases … Continue reading
Brazil: Local bonds rally on suppressed FX volatility
The central bank of Brazil’s policy to lower FX volatility has created profitable investment opportunities for international investors while exacerbating domestic economic weaknesses. Investors and economists say Brazil is opening profitable trades for offshore asset managers by its targeting of … Continue reading
