22 Feb 2012
Markets took the news that Hugo Chavez will again seek medical treatment as positive for Venezuela's opposition
22 Feb 2012
Data suggests the economy continues to boom - but the government may struggle to contain peso appreciation, increasing the risk it will dabble with capital controls
13 Feb 2012
Venezuelan bonds could be on the cusp of a massive rally if the opposition candidate, Henrique Capriles Radonski, dethrones Chavez at the October election.
06 Feb 2012
Government spending cuts could be one way to stem the currency appreciation tide in Latin America, says Capital Economics, but at a cost. Still, it will do little to reduce potential distortions in the financial sector
02 Feb 2012
The IMF has given Argentina six months to improve the accuracy of its inflation numbers, amid warnings that continued under-reporting will lead to a painful adjustment and possible recession
02 Feb 2012
Expectations are mounting that Brazil may intervene to stem recent sustained currency appreciation and inflows, raising fears of renewed currency and trade tensions across developed and emerging markets
27 Jan 2012
By announcing a 2% inflation goal, the US Federal Reserve appears to be following in the foosteps of long-standing emerging market inflation targeters at a time when many are increasingly tilting towards growth
26 Jan 2012
Brazil’s central bank indicated that interest rates will fall below 10% this year, but how far they cut and for how long will depend on fiscal policy
26 Jan 2012
The US Federal Reserve has strongly hinted that it may sanction a further round of quantitative easing in the coming months, posing policy challenges for emerging markets
20 Jan 2012
The apparent decoupling between asset markets – EM equities, in particular - and continued macro stress this week is a source of optimism for some and fear for others. Take your pick.
19 Jan 2012
Mexican pension funds – holding some $121bn of assets – have generated strong real returns in recent years and could provide a strong technical bid for domestic stocks