【出版时间及名称】:2010年南美固定收益市场展望
【作者】:汇丰银行
【文件格式】:pdf
【页数】:88
【目录或简介】:
Latam outlook for 2010 3
Fixed income outlook for 2010 6
FX strategy outlook for 2010 15
Review of our trade ideas 21
Latam key focal points for 2010 23
Focus #1: How rapid out of recession? 24
Focus #2: Will the recovery bring inflation? 29
Focus #3: How fast, how high in policy rates? 34
Focus #4. Latam fiscal policy in 2010 40
Focus #5: Is Latin America moving right in 2010? 44
Country Outlooks for 2010 50
Argentina 51
Brazil 53
Chile 55
Colombia 57
Ecuador 59
Mexico 61
Panama 63
Peru 65
Uruguay 67
Venezuela 69
Central America 71
Latin America Surprise
Indices 73
Charts and tables
Local markets 74
Inflation linkers and break-evens 75
External debt 77
External debt yield curves 79
External debt bonds, CDS, and basis 80
FX forecast and NDF 82
Forward/NDF-implied yield curves 83
Disclosure appendix 85
Disclaimer 86
Contents