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Argentina: IMF negotiations to drag on despite looming official debt repayments

Tellimer Research Stuart Culverhouse @ Tellimer Research
Stuart Culverhouse @
Tellimer Research
25 February 2021

Human rights presents a dilemma for ESG investors and US foreign policy

Hasnain Malik 24 February 2021

Petrobras-induced sell-off makes Brazil valuations look appealing

Hasnain Malik 23 February 2021

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

Stuart Culverhouse 22 February 2021

How profitable are emerging market fintechs?

Rahul Shah 22 February 2021
Latest articles in LatAm

The Dollar Remains Under Pressure even as Bond Yields Rise

Overview: After several attempts, the euro has pushed above $1.22, and the Australian dollar has surpassed $0.8000 as the greenback remains under broad pressure against the major currencies. Rising yields in the US and Europe have sapped many of the...
Marc to Market
Marc to Market 25 February 2021
The Dollar Remains Under Pressure even as Bond Yields Rise
The Dollar Remains Under Pressure even as Bond Yields Rise

Argentina: IMF negotiations to drag on despite looming official debt repayments

It has been three months since the IMF's statement on the commencement of formal programme negotiations, when we warned there was still a long way to go, and indeed, not much has changed. Delaying an IMF agreement, however, also allows economic imbal...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 25 February 2021
Argentina: IMF negotiations to drag on despite looming official debt repayments
Argentina: IMF negotiations to drag on despite looming official debt repayments

Human rights presents a dilemma for ESG investors and US foreign policy

Furthermore, the measurement of values, such as respect for human rights or democracy, is fraught with subjectivity and lack of consistency. Agreement on which values matter most – eg are the following equally important? The link between economic gro...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 February 2021
Human rights presents a dilemma for ESG investors and US foreign policy
Human rights presents a dilemma for ESG investors and US foreign policy

Dramatic Market Adjustment Continues

Overview: Rising rates continue to spur a rotation and retreat in stocks. European yields are 3-4 bp higher after staging a sharp recovery following comments yesterday from ECB President Lagarde warning in effect, the central bank stands ready to res...
Marc to Market
Marc to Market 23 February 2021
Dramatic Market Adjustment Continues
Dramatic Market Adjustment Continues

Petrobras-induced sell-off makes Brazil valuations look appealing

Brazil equities fell c5% and the FX rate fell c2.5% in response to the news. We are under no illusions about the negative signals sent by the change at Petrobras (we list these below) but we also argue that commodity prices should be tailwind for the...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 23 February 2021
Petrobras-induced sell-off makes Brazil valuations appealing
Petrobras-induced sell-off makes Brazil valuations appealing

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