Brazil

Looming US Government Shutdown Stems the Dollar's Surge

Vermilion Compass: Weekly Equity Strategy

Frontier Daily, 22 September: US 10y spike sees worst EM losses since July

Higher for Longer Lifts the Dollar, while SNB Surprises Many by Standing Pat--Over to the BOE

Frontier Daily, 21 September: Lebanon, Egypt gains, Caucasus rebound

Frontier Daily, 20 September: Caucasus war, THB stimulus losses, Mongolia gains

Softer UK CPI Weighs on Sterling and Lifts Gilts, while Yen Slumps to New Low for the Year, Ahead of the FOMC

After EM bond surge, investor confidence is still shaky

Chinese Auto Exports Threaten the Auto Industry Worldwide

BancTrust & Co. LAC Daily Comments 7 September 2023

If China’s Boom is Over, Where Will Demand for Commodities Come From?

Frontier Daily, 6 September: Chile losses, gains in Ecuador, Pakistan, Gabon

US Dollar Punches Higher

BancTrust & Co. Africa Daily Comments 28 August 2023

The Persistent Decline of Latin American Competitiveness

BRICS enlargement sounds dramatic – it is not

Brazil fiscal framework shows Lula not so profligate and can work with congress

EM disinflation and real rates – screening for attractive opportunities

Greenback Remains Firm, with Yen and Aussie Falling to New 2023 Lows

Turbulence and opportunity in EM FX

BancTrust & Co. LAC Daily Comments 10 August 2023

Why the IMF says EM currencies are undervalued and the dollar is overvalued

Emerging Markets Insights: Fund flows improving

Brazil: 50bps cut sparks worst FX losses since September undermining carry trade

Markets Remain Unsettled, Bonds and Stocks Retreat, Dollar Gains Ahead of BOE