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Summary We see 10 major themes to watch for in Latin America in 2023. Higher interest rates will affect credit growth and discourage consumption and investment. The combination of high inflation, rising unemployment, and sluggish economic growth in much of the region will worsen pro...
Summary Presidential rhetoric in Latin America is often tempered by legislative pushback or inaction, and that is yet to work itself out in Brazil. If rate volatility continues to moderate, we expect primary issuance of corporate debt to improve but more than likely not until 2023. ...
Summary Argentina, Brazil, and Mexico, which account for 23% of global maize production, are experiencing substantial losses because of climate-related issues. Latin America is likely to resist any attempts to implement land distribution controls. Like their Latin American cou...
Summary The acceleration of innovation in emerging markets provides reasons for confidence in emerging markets long term. Markets in Latin America have been the best performer in emerging markets (EMs) year-to-date, driven by the rise in the energy sector, which has posted double-...
Summary Central banks across emerging markets have reacted to elevated inflation by significantly tightening monetary policy, in some cases, well ahead of the U.S. Federal Reserve and the European Central Bank. After largely synchronized rate-hiking cycles across EM, monetary poli...
Summary Brazil can no longer be considered an ascendant power in the global soybean market; Brazil is dominant. Brazil overtook U.S. soybean production in the 2017/2018 crop year, and in 2021/2022, surpassed U.S. production by 13.3 million metric tons. Although North American ...
Summary Lula claims third term as president, narrowly defeating incumbent Jair Bolsonaro. Political divides remain deep, but the government appears balanced by a newly elected pro-market Congress. Brazilian consumption is on solid footing with upbeat gross domestic product (GD...
Summary Brazil’s newly elected president, Luiz Inácio Lula da Silva will have to walk a narrow path of expenditures given the budget constraints. The country has made some important achievements in the last few years to protect itself from the likes of the Lava Jato (C...
Summary Brazilian real and Mexican peso are the only major currencies that have outperformed the strong US dollar YTD September 30, 2022. Brazilian real has benefitted from its strong exports earlier this year, thanks to the strong demand and higher commodity prices, e.g., price r...
Summary Yield and risk continue to disagree with the latter taking the cue to rise from the former. I believe this is unsustainable and will resolve itself in one-of-three ways. In scenario 1 of stagflation, EM shorts would lose as would gold and commodity short-positions. Tankers...
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2024-07-18 17:34:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-07-08 15:08:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-06-08 17:24:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...