Latam FX Talking: Things are looking up
The region's currencies continue to perform well in a low-volatility world looking for carry trade opportunities. The Mexican peso remains the standout…
Latam FX Talking: The irrepressible Mexican peso
The Mexican peso continues to go from strength to strength. Banxico's policy of matching the Fed hiking cycle is really paying dividends
Latam FX Talking: Temporary setback for the Mexican peso
Latam FX performed quite well during the US banking crisis. Investors will remain nervous but should continue to be attracted to any dips in the Mexican…
The Mexican peso continues to power ahead. High risk-adjusted implied yields and now some nearshoring investment could see USD/MXN trade down to 17.50.…
When it comes to searching the world for positive real interest rates, investors have increasingly been looking at Latin America, especially Brazil. With…
Latin America: Post-pandemic challenges
EM sovereign debt: No time to be complacent on fallen angel risks
National debt levels – A cautionary tale
La siccità del Reno mostra perché il commercio deve adattarsi al clima che…
Ora la siccità rallenta l’economia tedesca
Eurozona, giù le vendite al dettaglio: i consumi restano il punto debole
Latin America: Recession deepens fiscal challenges
Key events in EMEA and Latam next week
LATAM: Reversal of fortunes
LATAM FX Talking: Playing defensive
The external risk environment has deteriorated over the past month, with rising trade-related risk aversion. The near-term environment for EM assets…
LATAM FX Talking: Looking for strong domestic drivers
Rate cuts in the US, and possibly Europe, could bring some relief, but overall the market environment should continue to be more favourable for currencies…
LATAM FX Talking: Monetary policy needle turns more dovish
