-
Recent posts
Twitter Updates
- Local scepticism over #Argentina's proposed #debt offer rises as bid to include #GDPwarrants rejected. euromoney.com/article/b1mplg… 6 days ago
- Oof. In Brazil "The large widening of the primary fiscal deficit is likely to lead to a double digit overall fiscal… twitter.com/i/web/status/1… 6 days ago
- Argentina is unsure it can pay its debt offer - new on the @euromoney website euromoney.com/article/b1mplg… 1 week ago
- RT @euromoney: Citi receives an Excellence in Leadership in Latin America award. Congratulations! View the full LATAM results here: https:/… 1 week ago
- RT @euromoney: “We have seen a significant growth in the use of #digital channels from #bank clients, especially in developing countries li… 2 weeks ago
- But not in US. Both charts from @btgpactual https://t.co/KJbZzZD6H2 2 weeks ago
- #rich https://t.co/aAADaY9cYk 2 weeks 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: politics
Bolsonaro’s Trumpian Pact
The Brazilian markets have been soaring in recent weeks as it became increasingly likely that Jair Bolsonaro would become Brazil’s next president. The real has been rallying; so too has the Bovespa. Now that Jair Bolsonaro’s victory as president has … Continue reading
How the markets now run Brazil …
… with or without Henrique Meirelles. Brazil’s democracy has added a new feature in the last few years: people can vote for a president, but the markets retain the right to deploy an ‘impeachment put’ if that president is messing … Continue reading
Posted in Blog
Tagged bolsonaro, brazil, Dilma rouseff, fiscais pedaladas, impeachment, Luis Stuhlberger, lula, markets, paulo guedes, politics, verde asset management
Leave a comment
Why investors aren’t pricing political risk properly
In many respects the plan is working to perfection. Brazil’s business class wasn’t particularly discreet about its desire to get In many respects the plan is working to perfection. Brazil’s business class wasn’t particularly discreet about its desire to get … Continue reading
Posted in Blog
Tagged brazil, debt, Dilma Rousseff, investors, jair bolsonaro, lava jato, michel temer, pensions reform, political risk, politics
Leave a comment
Who really kicked Dilma out?
The decision by the Brazilian congress to authorise the impeachment trail of President Dilma Rousseff appears to have been largely priced-in. This follows a huge rally in Brazilian financial assets in 2016 as the possibility of impeachment grew, with the Ibovespa … Continue reading
Trigger-twitchy investors risk being hurt in Brazil
Last night the political chaos in Brazil hit new levels when Federal Judge Sergio Moro released wiretap recordings between current President Dilma Rousseff and ex-President Lula. Some of the recordings were from earlier that same day, and appeared to be … Continue reading
Posted in Blog
Tagged Bovespa, brazil, currency risk, dollar denominated, economy, lula, neves, politics, real, risk assets, Rousseff
Leave a comment
Latin America: ditching the left, right?
Cristina Kirchner has left the Casa Rosada. In Venezuela, Nicholas Maduro suffered a heavy defeat. In Brazil, Dilma Rousseff is officially its most unpopular president ever. What do these three countries, which are all rebelling against their long-time left-of-centre ruling … Continue reading
Brazil downgrade: buy the news?
Standard & Poor’s surprised the market with its downgrade of Brazil’s sovereign rating to speculative grade late on Wednesday 9 September but the key question for equity investors is should they ‘buy the news’? Research by UBS, published on 18 … Continue reading
Posted in Blog
Tagged bonds, brazil, crisis, currency, Dilma Rousseff, downgrade, Equities, investment grade, Joaquim Levy, junk, politics, real, speculative grade, standard & poor's, UBS
Leave a comment
