Latin America

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Monthly Cross Asset 5.01.2022 LatAm's political pendulum takes a hard swing to the left in 2021

2021 Covid surging in 1H and inflation swelling in 2H have contributed to the political pendulum swinging hard left in LatAm. More structurally, the commodity super cycle unwind mid last decade and the political discontent likely set the entire shift in motion. Against the general trend, some elections cycles moved in the other direction as well.

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Working Paper 20.07.2018 Exchange Rate Predictability In Emerging Markets
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Exchange Rate Predictability In Emerging Markets

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