LATAM FX Talking: An extended rout, exacerbated by local drivers
From the incipient political crisis in Brazil, following the resignation of the popular Justice Minister Sergio Moro, to the persistent credit-rating…
LATAM FX Talking: The mighty MXN
The USD should remain a primary catalyst for the region’s FX outlook. As long as USD strength persists and domestic growth stories remain…
LATAM FX Talking: A benign interlude
Even though trade-related risk aversion remains a key driver for LATAM FX, the USD has become the chief catalyst for most currencies in the region. We see…
The external risk environment has turned slightly more benign with US-China trade tensions stabilizing and market relief provided by expected rate cuts in…
Heightened risk aversion and the stronger USD resulted in a persistent weakening bias to LATAM FX in recent weeks. An eventual resolution of the US-China…
LATAM FX Talking: February forecast update
