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Markets

Some Thoughts On Brazil

By Win Thin Local Brazil analysts are saying that new measures to curb currency appreciation are basically ready to go. Finance Minister Mantega has reportedly not decided yet if he is going to release details today or not, and that he is…

Spanish Bonds Decouple From Portugal

There have been two main surprises this year. The first is how the jasmine revolutions in MENA. It is one thing to recognize the fragility of those ancient regimes, it is another thing to watch a number of government's collapse. The second…

Mexico Central Bank Turns A Bit Hawkish

Mexico central bank kept rates steady at 4.5% today, as expected. However, it tilted a little more to the hawkish side and supports our view that tightening is likely to start in Q4 11 and not Q1 12 as market is pricing in. Central bank…

Protracted Oil Spike Possible As Libya Burns

Hugo Chavez as peacemaker? Color us skeptical. Chavez is hardly an impartial third party in this conflict, as he has cozied up to Qaddafi over the years. As such, we would not expect opposition forces to be very open to any sort of Chavez…

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