Tag Archives: Argentina

The Rest of the Americas: Reprise

We are continuing our review of what has happened since we laid out our expectations in our Perspectives at the beginning of the year. We had a view that one could find all manner of investment opportunities, long and short, without moving beyond the continents of the Americas. Given the volatility of the markets and the […]
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The Fed, Employment, China, Climate Talks and Argentina

       

Argentine Elections, Other Elections and the Markets

Por fin, un elección importante y idiosincrásico rompe una cadena Mauricio Macri, the conservative mayor of Buenos Aires, defeated Daniel Scioli, the ruling party’s candidate, in the runoff election in Argentina held on Sunday.  So, given everything else that is going on in the world, why does an election in a country that represents less […]
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South America, PE, and the Fed

Watch Friday’s Employment Numbers Last Friday, July 30th, I was invited back to Bloomberg Market Makers with hosts Matt Miller and Scarlet Fu. Katia Porzecanski, who follows the emerging markets, and Tracy Alloway, executive markets editor, joined the sessions. As usual the producers provide some topics a day or so before the appearances to prime […]
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