Nicolás Grau says fiscal prudence has become a shared priority across the political spectrum ahead of next year’s elections
Author Archives: Polo Rocha
Posted inDaily Brief
Venezuela bonds rally on regime change bet
Investors position for gains as odds rise of US-backed transition
Posted inDaily Brief
Investors edge back into LatAm as rate cuts revive risk appetite
A cautious return of capital could set the stage for steadier markets after years of outflows
Posted inMagazine
Q4 – LatAm Markets: Taking flight
A softening dollar is breathing new life into Latin America’s asset markets, drawing investors hungry for yield – despite warnings the greenback’s current weakness may prove short-lived.
Posted inDaily Brief
Argentine markets rise on potential new US financing deal
US is working with private sector to create an additional $20 billion facility, but political challenges remain
Posted inDaily Brief
Weak dollar to keep fueling LatAm bond rush —analysts
Declining interest rates and inflation also a boon, but a slowing US economy poses a big threat
Posted inDaily Brief
Brazilian corporates: battered but not out
Debt problems at several big names are a worry, but it appears contained so far
Posted inDaily Brief
Political risks abound as LatAm’s election marathon begins
Support for current crop of leftist leaders has waned, but analysts and investors aren’t expecting a broad shift to the right in votes over the coming year
Posted inDaily Brief
US approves Argentina FX swap, buys pesos
Treasury Secretary Bessent says the US is prepared to take “exceptional” measures to stabilize Argentine markets
Posted inDaily Brief
Mexican banks sharpen pencils on climate risks
Lenders in Mexico are trying to better gauge the risks to their portfolios posed by extreme weather and shifts in climate policy