Strong inflation has driven interest rates close to a decade high, but investors say relief is in sight
Author Archives: Polo Rocha
Posted inDaily Brief
LatAm corporates snap up low bond spreads
Dealmaking has bounced back after the tariff-driven shutdown, but some investors question whether spreads have narrowed too quickly
Posted inDaily Brief
Colombia hits reset after IMF warning
The multilateral lender’s decision to freeze a billion-dollar credit line is putting pressure on the government to rein in spending
Posted inDebt
US demands put LatAm ESG funding in spotlight
Former multilateral officials are taking a glass-half-full view of US calls to slow funding for ESG projects
Posted inDaily Brief
Markets cheer ‘happy ending’ for Milei’s Argentina
Investors are hopeful the country’s string of economic wins under Milei will continue, though political risks inspire caution
Posted inDaily Brief
Colombia’s fiscal laxity drives investor caution
Fiscal largesse is fueling doubts the government will rein in debt, which pushed up borrowing costs in its latest cross-border deal
Posted inDaily Brief
Issuers lay low as trade war hits LatAm bonds
The region’s debt has weathered Trump’s trade shock better than others, but new issuance is on hold as US Treasuries slump
Posted inDaily Brief
As IMF deal nears, investors see value in Argentina bonds
The market’s most recent rally peaked in January, but there is optimism that multilateral loans will help buttress the economic turnaround under Milei
Posted inDaily Brief
Chile aims to crank up ESG financing
A looming sustainability taxonomy promises to encourage a lot more corporates to sell thematic bonds
Posted inMagazine
Q2- Against All Odds
With Donald Trump back in the White House, emerging markets investors and issuers are in a lurch. What will he do next and how will this affect their economies, financing […]