Refine by sector

Ecuador election: Lasso will face Arauz in April run-off

Tellimer Research Stuart Culverhouse @ Tellimer Research
Stuart Culverhouse @
Tellimer Research
22 February 2021

Ecuador election may be heading for a surprise Arauz-Perez run-off

Stuart Culverhouse 8 February 2021

Ecuador election preview: Uncertainty set to continue

Stuart Culverhouse 5 February 2021

Ecuador: 2021 trade to watch

Stuart Culverhouse 24 December 2020

Revisiting the IMF SDR allocation — The time is right

Stuart Culverhouse 13 November 2020
Latest articles in Ecuador

Ecuador election: Lasso will face Arauz in April run-off

Ecuador's national electoral council (CNE) confirmed yesterday that conservative banker Guillermo Lasso came second in the first round of the country's presidential election vote on 7 February and will therefore progress to the second round. He will...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 22 February 2021
Ecuador election: Lasso will face Arauz in April run-off
Ecuador election: Lasso will face Arauz in April run-off

Ecuador election may be heading for a surprise Arauz-Perez run-off

Ecuador's presidential election will go to a second round in April with the least market-friendly result appearing to emerge after the first round yesterday, rather than the run-off many had been expecting, according to preliminary results. An Arauz-...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 8 February 2021
Ecuador election may be heading for a surprise Arauz-Perez run-off
Ecuador election may be heading for a surprise Arauz-Perez run-off

Ecuador election preview: Uncertainty set to continue

Ecuador goes to the polls on Sunday and whatever happens, it will deliver a new president as incumbent Lenin Moreno is not standing after completing just one term. The second review is scheduled in April, although it will be the forward looking commi...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 5 February 2021
Ecuador election preview: Uncertainty set to continue
Ecuador election preview: Uncertainty set to continue

Ecuador: 2021 trade to watch

Ecuador (Caa3/B-/B-), on which we have a Hold, is a trade to watch next year pending the outcome of its presidential election in February, with a yield on the 0.5% 2030 of 12.9% on a mid-price basis as of cob 11 December on Bloomberg (at a mid-price...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 24 December 2020
Ecuador: 2021 trade to watch
Ecuador: 2021 trade to watch

Fixed income strategy: Our top picks for 2021

Our Top 5 picks for 2021 are Buys on Angola, Ethiopia, Mozambique, Sri Lanka and Egypt T-bills. Seven other trades to watch – Ecuador, Pakistan, Ukraine, Turkish local & credit, other HY, local currency. Global tailwinds are expected to continue into...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 18 December 2020
Fixed income strategy: Our top picks for 2021
Fixed income strategy: Our top picks for 2021

Sovereign defaults in 2020: Experience and lessons

We've seen a record number of sovereign defaults on bonded (external) debt this year according to our records, at least in terms of recent history, although it was becoming obvious we were heading for a record even by the middle of the year. Second,...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 8 December 2020
Sovereign defaults in 2020: Experience and lessons
Sovereign defaults in 2020: Experience and lessons