Fiscal largesse is fueling doubts the government will rein in debt, which pushed up borrowing costs in its latest cross-border deal
Author Archives: Polo Rocha
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 […]
Posted inDaily Brief
LatAm local markets face higher rates for longer
Central banks are contending with a volatile external environment as they struggle to finish the last mile of their inflation fight
Posted inDaily Brief
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
Posted inDaily Brief
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
Posted inDaily Brief
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
Posted inDaily Brief
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