EM EXD sets new record 3
Market overview 3
Summary of views 12
The pulse of the market 13
Trade ideas 14
Country overviews 15
Argentina 15
Brazil 16
Chile 17
Colombia 18
Ecuador 19
Mexico 20
Panama 21
Peru 22
Uruguay 23
Venezuela 24
Central America 25
Latin America Surprise
Indices 26
Central Bank Watcher 27
Charts and tables
Local markets 28
Inflation linkers and break-evens 29
Inflation linkers and break-evens, cont. 30
External debt 31
External debt, cont. 32
External debt yield curves 33
External debt bonds, CDS, and basis 34
External debt bonds, CDS, and basis, cont. 35
FX forecast and NDF 36
Forward/NDF-implied yield curves 37
Disclosure appendix 39
Disclaimer 40