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Strategy Note / Global

Chasing technology's tail: EM equity strategy overview

Have I wasted the last 15 years of my career?In 2006 I was an analyst on global technology equities. Then I shifted to emerging markets. In compiling this overview of global emerging market equities, it feels as if I am back to covering Technology. B...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 June 2020
Macro Analysis / Global

Outlook for Latin America and the Caribbean: An Intensifying Pandemic

By Alejandro Werner Español Latin America and the Caribbean have become the new COVID-19 global epicenter. The human cost has been tragic, with over 100,000 lives lost. The economic toll has also been steep. The World Economic Outlook Update now...
International Monetary Fund
IMF Blog 26 June 2020
Macro Analysis / Global

Carbon emissions come roaring back: Will the economy, too?

I wrote last week that, despite that recent fall in emissions during lockdown, the Covid-19 recession is likely to be damaging to the environment, and to environmental, social and governance (ESG) concerns more generally, because of both the changing...
Tellimer Research Paul Domjan
Paul Domjan @ Tellimer Research 16 June 2020
Macro Analysis / Global

International Macroeconomic Perspectives

Fed points to performing economy to back its wait and see approach, despite coronavirus outbreak.Higher market volatility during last week had its origin in the coronavirus effect vs. US economy´s positive outlook. While the coronavirus outbrea...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 12 February 2020
Macro Analysis / Global

International Macroeconomic Perspectives

The Fed left rates unchanged although a slowdown in the first half due to the coronavirus spread could point to another rate cut.At last week´s monetary policy meeting the Fed did not surprise by standing to its wait and see approach and l...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 5 February 2020
Flash Report - Fixed Income / Global

Mexico's Aerovias flies, as we expected

AERMEX on 31 January issued debut senior unsecured bonds at 7% flat (due 2025 and rated B2/BB/NR). As we predicted, the bonds are already trading up and, today, are at cUS$101.00 (ALLQ) to yield c6.76% (g-spread 542bps; z-spread 541bps) –...
Tellimer Research
Rafael Elias
Rafael Elias @ Tellimer Research 3 February 2020