Auto Tariffs And Potential Havoc On The Global Economy
From steel to engines to whole cars, tariffs are shifting the playing field for automakers. Our credit analysis suggests there…
Venezuela Remains On Path To Collapse
In August, Venezuelan president Nicolás Maduro announced new measures to improve the economy of his country. Venezuela, by many accounts has…
EM Contagion Risks Rising Ahead Of Brazil Election
The leading presidential candidate in Latin America’s largest economy finds himself in a awkward place for a political revival: the…
Mexican Election Brings Energy, Trade Into Focus
President-elect eyes expansion of refining capacity and gas production. Andrés Manuel López Obrador decisively won the Mexican presidential election on July…
Trump’s Trade ‘Spats’ Risking A Global Currency War
Donald Trump’s multi-front trade disputes are gradually turning into something that could be even more damaging to the global economy:…
Chile Sees Downgrade, Outlook Stable
Moody’s Investor Service this month downgraded the Government of Chile’s issuer and senior unsecured debt ratings to A1 from Aa3. The global…
Global Economy Facing Three Key Risks
We expect robust global growth of 4 percent this year, the strongest in five years, as economic fundamentals have remained…
Colombia’s Election Seen As Market-Friendly
Analysts anticipate an improved investment climate and accelerating growth A week after Colombia’s presidential runoff, BNP Paribas Latin America analyst…
Emerging Market Debt: Brace For Volatility And Opportunity
Summer is just beginning, but emerging-market (EM) bonds and currencies have been on a roller-coaster ride for months now. In…
Brazil Holds Rates Steady Ahead Of Election Season Kickoff
While it may still be a bit too early to determine the outcome of Brazil’s scheduled fall election, recent scandals…
Argentina’s Central Bank Taking New Measures
Argentina‘s central bank (BCRA) has once again surprised markets by substantially hiking its policy rate again. Markets must pay attention…
Geopolitics And Global Volatility
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile. Based…
