LATAM PULSE
This week will see intensified negotiations as Argentina tries to avoid a ninth sovereign default. Beyond Argentina, the spread of Covid-19 in the region will dominate the week ahead even as some countries tentatively loosen restrictions; yesterday, 17 May, the number of confirme… Become a member to read the rest of this article Username or E-mail […]
WEEKLY POLITICAL COMPASS
China and South Korea experienced an increase in new Covid-19 cases over the weekend. In Argentina, the negotiations between the government and bondholders will continue. The chaos surrounding Poland’s presidential election raises concerns about democratic legitimacy. In the UK, … Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
Japan is extending its state of emergency. Germany’s constitutional court will again examine bond buying in the Eurozone. Argentina is preparing for the official expiration date of its debt exchange offer. The Polish presidential elections will be postponed. Meanwhile, the Philip… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
Questions about compliance with the OPEC+ agreement remain pertinent. The Bank of Japan is signaling a new era of monetary policy. The European Central Bank will convene this week. South Africa will start lowering its Covid-19 alert level. Brazil’s president is facing the fallout… Become a member to read the rest of this article
LATAM PULSE
This week, the future of the Mercosur/Mercosul trade bloc faces renewed uncertainty. Venezuela’s regime is reversing the limited economic liberalization of recent months as an upcoming anniversary serves as a reminder of the regime’s reliance on the military. In Mexico, disrupted… Become a member to read the rest of this article
BRAZIL: Bolsonaro, now without Carwash hero Sergio Moro
Former Lava-Jato (Carwash) judge Sergio Moro just announced today, 24 April, in a nationally televised press conference his resignation from the post of Justice Minister. This comes when a negotiation between the minister and President Jair Bolsonaro was supposed to be occurring … Become a member to read the rest of this article
MEXICO: Discrepancy widens between monetary and fiscal stimulus
Developments this week highlight the divergence between the government led by President Andres Manuel Lopez Obrador (AMLO) and the Central Bank (Banxico). Without coordinated fiscal and monetary action, the worst-case scenarios for the economy are more likely to materialize; thes… Become a member to read the rest of this article
BRAZIL: Health minister controversy subsides as new challenges surface
● The new health minister seems capable of handling Covid-19 well, while remaining outside the political danger zone within the government. ● The Chief-of-Staff at the Presidency is the new strong man and has ventured into economic territory, spearheading a new post-pandemic r… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
EU leaders will hold another video conference call. Turkey’s central bank is preparing for a rate cut. Russia’s president claims that the virus is under control. South Korea is extending its social distancing campaign. Mozambique is preparing a request for IMF support. Meanwhile,… Become a member to read the rest of this article
LATAM PULSE
From this week, Mexico’s state oil company Pemex is a “fallen angel” following the latest downgrade to its credit ratings. Also this week, Argentina’s creditors will be wanting to see flexibility ahead of debt talks, while domestically, the government weighs up how to relax lockd… Become a member to read the rest of this article