February 2, 2021 Currency seasonality’s slow comeback? Asia, Emerging Markets, FX, G7, Global, Latam USD Olivier Desbarres ( 12 mins) This report updates the monthly seasonal patterns of 31 major Nominal Effective Exchange Rates (NEERs) going back to January 2010,... Read More...
February 12, 2021 Dollar’s recent weakness – Blip, not new trend Asia, Emerging Markets, FX, G7, Global, Latam, Macro USD Olivier Desbarres ( 14 mins) In the past nine weeks major currencies and global equity markets have traded broadly in line with our expectations. The... Read More...
Latam March 23, 2021 ARGENTINA: Kirchnerismo engulfing moderate Peronism Argentina, Emerging Markets, Politics IMF Nicholas Watson ( 5 mins) While Finance Minister Martin Guzman is meeting with the International Monetary Fund (IMF)’s Kristalina Georgieva today,... Read More...
Latam March 3, 2021 ARGENTINA: Electoral considerations outranking speedy IMF resolution Argentina, Emerging Markets, Politics IMF Nicholas Watson ( 3 mins) It looks increasingly as if the government will try to push talks with the International Monetary Fund (IMF) beyond October’s... Read More...
Latam February 24, 2021 ARGENTINA: Scandal over “VIP vaccines” has government worried Argentina, Emerging Markets, Politics vaccines Nicholas Watson ( 3 mins) President Alberto Fernandez continues to fight a rearguard action to limit the political fallout from last week’s revelations about a... Read More...
Latam April 21, 2021 ARGENTINA: Clash over schooling sets up protracted electoral confrontation Argentina, Emerging Markets, Politics vaccines, covid-19 Nicholas Watson ( 3 mins) President Alberto Fernandez’s response to the surging Covid-19 case count has aggravated tensions between his administration and the city of... Read More...
Latam February 9, 2021 ARGENTINA: How vaccines, the economy, and elections fit together Argentina, Emerging Markets, Politics Nicholas Watson ( 3 mins) The 2021 electoral process involves obligatory party primaries scheduled for 8 August followed by partial legislative mid-terms on... Read More...
Latam January 14, 2021 CUBA/VENEZUELA: What lies ahead under a Biden presidency Cuba, Emerging Markets, Politics, Venezuela Biden Nicholas Watson ( 6 mins) Cuba and Venezuela rank among the more difficult challenges facing incoming US President Joe Biden in Latin America. US... Read More...
The Week at a Glance April 19, 2021 Argentina: From Gloom to Doom Economics, Argentina, Emerging Markets editorial Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Rafael Aguilar, Isaías Marini ( 3 mins) Editorial: From Gloom to Doom The measures announced this week, aimed at containing the impacts of Covid’s second wave,... Read More...
The Week at a Glance April 5, 2021 Argentina: Poverty, the Most Important Deficit Economics, Argentina, Emerging Markets editorial Alejandro Giacoia, Andrés Borenstein, Miguel A. Kiguel, Lorena Giorgio, Rafael Aguilar, Isaías Marini ( 3 mins) Editorial: Poverty, the Most Important Deficit In line with expectations, The Statistics Agency announced that 42% of Argentines... Read More...
