Maxioms by Enrique Alvarez
It is going to be a Fed week. The market is 100 percent in sync with a quarter of a read more
It is going to be a Fed week. The market is 100 percent in sync with a quarter of a percentage point rise for Fed fund rates at 4.75 percent.
In general it's a healthy profit taking move for the EM market, and for the domestic markets in Latin America read more
In general it's a healthy profit taking move for the EM market, and for the domestic markets in Latin America as the stock and currency markets are coming off.
People are starting to become weary of the inversion in the U.S. curve and in particular the yields that you read more
People are starting to become weary of the inversion in the U.S. curve and in particular the yields that you receive in the 6-month and 2-year notes.
Treasuries seem to be overly happy and emerging markets seem to be quite content also.
Treasuries seem to be overly happy and emerging markets seem to be quite content also.
In Argentina in particular you have seen a pickup in volatility over the last couple of months, and it has read more
In Argentina in particular you have seen a pickup in volatility over the last couple of months, and it has to do with the fact that it has higher yields available and longer duration and makes it prone to volatility.