Macro October 25, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro Voters in Japan will go to the polls. Turkey is heading for a major confrontation with its allies. A Senate report requests the indictment of Brazil’s president. The UK chancellor will present his autumn budget. South Africa is gearing... Read More...
The Week at a Glance October 25, 2021 Argentina: Orderly or Messy Adjustment? Argentina, Economics, Emerging Markets Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel When the legislative elections of November 14 pass, all eyes will return almost exclusively to the economy. Once the results are digested, the question will be how Argentina will resolve the many imbalances that are beginning to grow. They... Read More...
Macro October 19, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro China has tested a new missile. Turkey’s currency is set for more volatility. Chile is on high alert. Meanwhile, a civilian-military standoff continues in Pakistan, formal coalition talks will begin in Germany, a constitutional amendment will be put to... Read More...
Latam October 19, 2021 LATAM PULSE Emerging Markets, Latam, Politics editorial Mario Marconini, Nicholas Watson This week, Chile marks two years since the outbreak of protests just as the constituent assembly born out of that unrest starts to debate the content of a new constitution. In Peru, a new stage of Pedro Castillo’s presidency... Read More...
Macro October 13, 2021 EMERGING MARKETS: Covid-19 Vaccinations and Challenges Emerging Markets, Politics 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 the latest developments. Please do not hesitate to contact us if you want to discuss any... Read More...
The Week at a Glance October 13, 2021 Argentina: New “Cepo”, Old Problems, No Solutions Argentina, Economics, Emerging Markets Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Miguel A. Kiguel Last week the Central Bank again intensified the “cepo”, cutting import payments and making the operation of alternative dollars even more restrictive. You could see it coming. The sale of reserves was unsustainable, and it did not seem very... Read More...
Macro October 12, 2021 MACRO: Policy responses to Covid-19 Emerging Markets, Global, Macro, Politics covid-19, editorial, vaccines Teneo Macro Below is our updated bi-weekly summary table on the health and economic policies that selected governments are implementing around the world. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in... Read More...
Latam October 11, 2021 LATAM PULSE Emerging Markets, Latam, Politics editorial Nicholas Watson This week, Chile‘s President Sebastian Pinera faces a bumpy ride as he seeks to defend himself from allegations arising from the “Pandora Papers” leak; at the same time, another presidential debate takes place later today. In Mexico, President Andres... Read More...
Macro October 11, 2021 WEEKLY POLITICAL COMPASS Emerging Markets, Global, Macro, Politics editorial Teneo Macro The US and China held virtual trade-related talks. Tensions are rising in the relationship between the UK and the EU. Japan’s new PM will dissolve the Diet. Argentina’s finance minister will attend the annual IMF meetings. Meanwhile, candidate registration... Read More...
Latam October 4, 2021 LATAM PULSE Emerging Markets, Latam, Politics editorial Mario Marconini, Nicholas Watson This week, Mexico‘s electricity sector counter-reforms are in the legislature, where they could muffle recent speculation about the battle to eventually succeed President Andres Manuel Lopez Obrador (AMLO). Political tensions in Peru are rising. In Ecuador, talks between the... Read More...
