Crisis? What crisis? 3
Market overview 3
Summary of views 10
The pulse of the market 11
Trade ideas 12
Country overviews 13
Argentina 13
Brazil 14
Chile 15
Colombia 16
Ecuador 17
Mexico 18
Panama 19
Peru 20
Venezuela 21
Central America 22
Latin America Surprise
Indices 23
Central Bank Watcher 24
Charts and tables
Local markets 25
Inflation linkers and breakevens 26
External debt 28
External debt yield curves 30
External debt bonds, CDS & basis 31
FX forecast & NDF 33
Forward/NDF-implied yield curves 34
FX multilateral real effective exchange rate (REER) 35
Disclosure appendix 37
Disclaimer 38
Contents