Macro August 3, 2021 MACRO: Policy responses to Covid-19 Emerging Markets, Global, Macro, Politics vaccines, editorial, covid-19 Teneo Macro Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not... Read More...
The Week at a Glance August 2, 2021 Argentina: The season of FX stress begins Economics, Argentina, Emerging Markets Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Isaías Marini The last 4 business days of last week the Central Bank had to sell dollars in the FX market so as not to alter the routine of daily devaluation of 3 or 4 cents. The last time it had... Read More...
Macro August 2, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro China’s securities regulator has called for better communication with its US counterpart. Peru’s newly appointed Finance Minister might help calm markets. Meanwhile, India’s central bank is expected to leave key rates unchanged, Bulgaria’s parliament will vote on the new... Read More...
Latam August 2, 2021 LATAM PULSE Emerging Markets, Latam, Politics editorial Mario Marconini, Nicholas Watson This week, Peru is likely to see more political tumult after Pedro Castillo’s stormy start as president, though the belated appointment of a moderate to the finance ministry could help offset market jitters. Brazil ‘s inquiry into the government’s... Read More...
Macro July 27, 2021 MACRO: Policy responses to Covid-19 Emerging Markets, Global, Macro, Politics vaccines, editorial, covid-19 Teneo Macro Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not... Read More...
The Week at a Glance July 27, 2021 Argentina: The Economy Dancing the election music Economics, Argentina, Emerging Markets Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Isaías Marini On the weekend the first stage of the primaries closed and therefore the candidates for the legislative elections in November are already outlined. The economy began to rebound in June and the data looks very different from the first... Read More...
Latam July 27, 2021 LATAM PULSE Emerging Markets, Latam, Politics editorial Mario Marconini, Nicholas Watson This week, after prolonged uncertainty, Peru gets a new left-wing president. Venezuela‘s President Nicolas Maduro is sending mixed messages about possible talks with the opposition. In Brazil, President Jair Bolsonaro is expected to appoint a “Big Center” figure to... Read More...
Macro July 26, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro Press play to listen <audio... Read More...
Econviews Monthly July 23, 2021 Argentina: Special Analysis on Lithium in Argentina Economics, Argentina, Emerging Markets Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Isaías Marini I. The economy and the elections: playing poker with no aces? The electoral calendar is moving ahead, and soon we will know the candidates for the primaries that will take place on September 12th. These elections are important. They should... Read More...
Macro July 21, 2021 EMERGING MARKETS: Covid-19 Vaccination Strategies and Challenges Emerging Markets, Politics vaccines, editorial, covid-19 Teneo Macro Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of this week’s key developments. Please do not hesitate to contact us if you want to discuss... Read More...
