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Markets Update, 17 May

      Oil Keeps Climbing Asia Stocks Drift US 10y Yield 3.1% Widest against Bund since 1989 Sterling Volatility on Conflicting Custom Union reports.   Ten-year U.S. Treasury yields hit 3.1 percent on Thursday as global markets continued to adjust to an upbeat outlook for the world’s largest economy. Transatlantic Gap: Stock futures drop… Continue reading Markets Update, 17 May

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Daily Markets Update, 4 May

    US Stocks Surge Led by Apple Dollar Gains After US Jobs Report Emerging Markets: Argentina pushes interest rates to 40%. European Shares Close Higher     U.S. stocks recovered from early-session losses after testing a key technical level, as investors weighed an April U.S. jobs report that showed an 18-year low in the unemployment… Continue reading Daily Markets Update, 4 May

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Insight: America Latina y Recursos Fiscales (II)

(II) Impuestos sobre la Renta en America Latina Si bien existen avances, persiste la baja recaudación de la tributación sobre la renta personal La cuantificación sistemática y periódica de la evasión continúa siendo una asignatura pendiente en la mayoría de los países El poder redistributivo del impuesto sobre la renta de las personas físicas sigue… Continue reading Insight: America Latina y Recursos Fiscales (II)

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Insight: Argentina Sov Ratings

  Argentina Could Be in Line for a Rating Upgrade Roubini Econoteam model and our Latin America team have suggested for some time that Argentina’s sovereign rating could be upgraded, with our analysts noting that the “holdouts” saga with its creditors obscured the economy’s decent fundamentals. President Mauricio Macri’s market-friendly approach is boosting Argentina’s credibility and… Continue reading Insight: Argentina Sov Ratings

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Markets Commentary

The main risk over the weekend was that markets, which have now dropped for three consecutive weeks the longest negative streak since January, would focus their attention on the latest batch of negative Chinese economic news released over the weekend, which missed expectations across the board: most prominently in Retail Sales (10.1% vs. Exp. 10.6%,… Continue reading Markets Commentary

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Wall Street at Breakfast

  Goldman Says Investors Should Sell In May This Year Goldman’s New Oil Forecast Drives Prices Higher   Crude is trading higher on the back of a rare bullish call from Goldman Sachs, which until now had been a long-time bear on oil and even warned of another price crash due to overflowing storage. The… Continue reading Wall Street at Breakfast

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Wall Street at Breakfast

U.S. Futures Flat After Oil Erases Overnight Losses; Dollar In The Driver’s Seat Evidence of falling U.S. production and a drop in supplies outside of OPEC will help the oil market “move close to balance” in the latter half of 2016, the International Energy Agency declared, stating world surplus would diminish to 200K barrels a… Continue reading Wall Street at Breakfast