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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
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
Strategy Note / Global

Coronavirus: UAE case a warning for global tourism

The United Arab Emirates Ministry of Health has announced a diagnosis of a coronavirus case in a family from Wuhan in China – the first such publicly announced case in the Middle East. Of Dubai's 16.7mn visitors in 2019, c6% came from...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 29 January 2020
Coronavirus: UAE case a warning for global tourism
Strategy Note / Global

Frontier-Emerging Equity Monthly, January: War and Pestilence

January started with investor fears of war (Iran) and ended with fear of another horseman of the apocalypse, pestilence (China). Oil prices spiked 4% after the assassination of Iran Quds Force leader, Qassem Soleimani, in a US drone st...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 24 January 2020
Macro Analysis / Global

International Macroeconomic Perspectives

HighlightsUS: Stocks overperformed despite growth decelerated back to its post-crisis 2% annualized growth rate.MEXICO: The Central Bank cut rates by 25bps to 7.25% given the economy´s weak performance.ContentsUS: Page 1Brazil: Page 3Chile...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 31 December 2019
Strategy Note / Global

Frontier-Emerging Equity Monthly, December: Fund manager despair in focus

As well as our review of the month-to-date in frontier and emerging markets, we focus on the feedback from c80 meetings we have conducted with public equity fund managers globally in the past couple of months. The mood is extremely bleak as rede...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 23 December 2019