Central banks are contending with a volatile external environment as they struggle to finish the last mile of their inflation fight
Author Archives: Polo Rocha
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Bond market retains allure as tariffs spark recession fears
As President Donald Trump’s tariff policies roil the US equity market, Latin American bonds are holding their own and leaving investors wanting more
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El Salvador tests limits of bond revival
Some investors think optimism about the country’s outlook may have gone too far given execution risks surrounding its new IMF program
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ESG bond market on track, despite Trump headwind
The Trump-led backlash against ESG practices may soften US investment, but analysts expect the sustainable finance market in Latin America to hold steady
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Brazil bond reprieve tempered by election unease
Investors fear government will loosen purse strings in run up to next year’s presidential vote rather than rein in deficit
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Ecuador presidential race puts investors on edge
Ecuador’s sovereign bonds sold off after presidential race unexpectedly narrowed, but some investors still see Noboa pulling it off
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Tariff pause draws Mexico investor optimism
Investors see upside for the country’s sovereign bonds, as fears of a bust-up with the US subside
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In uncertain climate, LatAm countries urged to exert fiscal control
Investors are concerned about erosion in fiscal discipline
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Friend or foe? Bond investors size up Trump
Investors are weighing the risks posed by the new US leader’s policies, at a time of historically narrow spreads for Latin American bonds
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Headwinds may blow harder for LatAm bonds
Issuance in the region could come under pressure in the coming months as uncertainties surrounding US trade policy and interest rates fuel caution