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Country Insights
Politics: General’s arrest unmasks major problems
The October 15 arrest of Mexican General Salvador Cienfuegos in Los Angeles hit Mexico like a bombshell. He has been indicted on various drug trafficking-related counts correspo...
Response to Ray Dalio
Ray Dalio published an op-ed in the Financial Times last week, "Don’t be blind to China’s rise in a changing world", October 23, to which I take issue. He displays a distinct la...
Monetary decision disappoints the markets
Markets were somewhat disappointed by the minor adjustments made in monetary policy last week. Economic indicators point to a sharp deceleration since the second lockdown, altho...
Dangerous monetary arithmetic, version 2020
Capital markets remain concerned about Argentina’s economic and political outlook, despite the successful international debt swap and the more recent oversubscribed domestic dol...