ANALYSIS & FORECAST
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COLOMBIA - Market Brief 11 Aug 2010
On August 10th, President Chávez met with President Santos in Santa Marta, a coastal city in northern Colombia. The estate in which they met has symbolic significance, since it was ...
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COLOMBIA - Databank 09 Aug 2010
Colombia databank...
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COLOMBIA - Monthly Report 26 Jul 2010
A fiscal law proposed by the outgoing government would limit future administrations’ spending flexibility, by requiring some oil and mining windfalls to be saved for leaner times, ...
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COLOMBIA - Quarterly Outlook 16 Jun 2010
Predictability is trouncing novelty in the presidential race: Despite polling forecasts of a tight race between former Defense Minister Juan Manuel Santos and ex Bogotá mayor Antanas ...
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COLOMBIA - Market Brief 18 May 2010
Principal surveys on vote intention for presidential elections show some intriguing and interesting trends. According to Colombian surveyors, Mockus used his magic in April to jump ...
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COLOMBIA - Monthly Report 14 May 2010
We can define Colombia’s political regime by two salient features. First, all presidential candidates need to show a long track record either in the public sector or in Congress. Second,
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COLOMBIA - Monthly Report 12 Apr 2010
Q4 GDP results were surprisingly strong, coming in above everyone’s expectations: the government’s, the Central Bank’s and ours. The economy grew 2.5% in that quarter, pushing 2009 ...
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COLOMBIA - Quarterly Outlook 12 Mar 2010
Presidential elections present uncertainties, but also the possibility of choosing a new future. If we believe the polls and trends, it’s most likely that Juan Manuel Santos will be ...
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COLOMBIA - Market Brief 17 Feb 2010
Constitutional Court deliberations took center stage. They started on Thursday, Feb. 11th, and are supposed to continue during this week. A former Justice told us that the first meeting ...
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COLOMBIA - Market Brief 05 Feb 2010
Lots of news emerged in two days. First Sierra-Porto, the Constitutional Court Justice in charge of preparing the ruling draft on the constitutionality of the law calling for a referendum ...
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COLOMBIA - Monthly Report 02 Feb 2010
What are the odds that the referendum to allow the president to run for a third term will pass? In December we thought they had tilted 40/60 against him. But now they are on the upswing ...
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COLOMBIA - Market Brief 14 Jan 2010
This has not been a good start of the year for the local TES market. Volatility has surged and rates have soared quickly, leading to increased steepness of the yield curve. Yields ...
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COLOMBIA - Market Brief 23 Dec 2009
On December 21st, the National Statistics Agency -Dane- released GDP data for the third quarter of 2009. We expected Q3 growth to be zero (when compared with 2008-Q3); it turned out ...
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COLOMBIA - Monthly Report 21 Dec 2009
Rumors suggest that the odds have tilted to 40/60 against the referendum that would allow President Alvaro Uribe to run for a third term; recall that in September, we analyzed the ...
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COLOMBIA - Quarterly Outlook 06 Dec 2009
In this Quarterly we review performance of the main macroeconomic variables for 2009, and discuss our expectations for 2010. In inflation, the Central Bank’s Monetary Board last week ...
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COLOMBIA - Monthly Report 11 Nov 2009
The exchange rate has again climbed to the top of the government’s priority list. As the peso neared its strongest level in 14 months, the Ministry of Finance announced it would not ...
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