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Copper's fall should not put off a revisit of Chile and Peru equities

Chile and Peru, combined, have about 40% output market share in copper, similar to the combination of the US, Saudi and Russia in oil. 2) US rate hikes, US Dollar strength, and the accompanying global risk aversion have prompted capital flight and cu...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 19 July 2022
Copper's fall should not put off a revisit of Chile and Peru equities
Copper's fall should not put off a revisit of Chile and Peru equities

The emerging market banks most vulnerable to rising cost inflation

The post-pandemic economic bounce-back has generated labour shortages in many sectors of the economy; we are seeing record-low unemployment and high vacancy rates in several markets, and companies are being forced to raise salaries in the war for tal...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 3 June 2022
The emerging market banks most vulnerable to rising cost inflation
The emerging market banks most vulnerable to rising cost inflation

Food prices off the boil for now, down 0.6% mom in May, still up 73% from trough

The latest UN FAO World Food Price index (published on 3 June) declined slightly again from the March all-time high: down 0.6% in May, but up 23% yoy, and up 73% from the May 2020 trough. This is the second consecutive month of slight moderation. Veg...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 3 June 2022
Food prices off the boil for now, down 0.6% mom in May, still up 73% from trough
Food prices off the boil for now, down 0.6% mom in May, still up 73% from trough

Do we take central bank guidance at face value?

Central banks use verbal guidance as a tool to prompt financial markets to adjust long before a policy-changing decision is taken and implemented. This aims to influence the financial decisions of economic actors by providing a guidepost. These risks...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 28 April 2022

Under pressure commodities will weigh on Latam FX and spur growth concerns

Brazil: Looking at the session ahead, the central bank is slated to publish its Focus survey, which will provide the latest economists' estimates for GDP, inflation, the Selic rate and FX. Colombia: Colombia's fiscal rule committee, which is tasked w...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 26 April 2022

Latam markets to face risk-off conditions, slumping commodities

Brazil: It’s a busy week ahead in terms of economic data. Core inflation continued to accelerate, rising to 7.16% y/y, during a period that included the Easter break spending. Foreign selling of Mexico's bonds accelerated in the week ended April 8 af...
ETM Analytics Lloyd
Lloyd Miller @ ETM Analytics 25 April 2022