Enrique Alvarez ( 10 of 10 )
In general it's a healthy profit taking move for the EM market, and for the domestic markets in Latin America read more
In general it's a healthy profit taking move for the EM market, and for the domestic markets in Latin America as the stock and currency markets are coming off.
Next week is characterized by very low liquidity in Brazilian financial markets, and no major economic data are released.
Next week is characterized by very low liquidity in Brazilian financial markets, and no major economic data are released.
Treasuries seem to be overly happy and emerging markets seem to be quite content also.
Treasuries seem to be overly happy and emerging markets seem to be quite content also.
You don't see major these kinds of fluctuations unless there's major maintenance going on, which is usually announced in the read more
You don't see major these kinds of fluctuations unless there's major maintenance going on, which is usually announced in the press.
It is going to be a Fed week. The market is 100 percent in sync with a quarter of a read more
It is going to be a Fed week. The market is 100 percent in sync with a quarter of a percentage point rise for Fed fund rates at 4.75 percent.
Latin America is finishing the year on a very strong tone.
Latin America is finishing the year on a very strong tone.
Both countries are convinced they're going to meet their future financing needs on the domestic markets.
Both countries are convinced they're going to meet their future financing needs on the domestic markets.
People are starting to become weary of the inversion in the U.S. curve and in particular the yields that you read more
People are starting to become weary of the inversion in the U.S. curve and in particular the yields that you receive in the 6-month and 2-year notes.
Overall, you have a very technical market pushing us to historical highs because once people got a feel for these read more
Overall, you have a very technical market pushing us to historical highs because once people got a feel for these higher levels, it has been an easy push to the upside and has been helped by lack of liquidity.
In Argentina in particular you have seen a pickup in volatility over the last couple of months, and it has read more
In Argentina in particular you have seen a pickup in volatility over the last couple of months, and it has to do with the fact that it has higher yields available and longer duration and makes it prone to volatility.
