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Audio

The Fed Outlook and Jackson Hole (Bloomberg Radio) / August 21, 2017

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OPEC Meets to Consider Oil Production (BBC World Service) / June 2, 2017

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Articles

Market is not "fully aware" about electoral risk, analysts say / Money Times / October 10th, 2017

In a report, economist Pedro Tuesta ponders that while polls suggest an electorate eager for a centrist figure, such as João Doria or an outsider, they themselves indicate the possibility of a populist election.

"In view of this, we recommend that investors be very cautious about their positions in Brazil, although we recognize that the rally will probably continue until we can know which candidates Brazil will have in 2018," says Roubini Global Economics. For Tuesta, the enthusiasm will disappear without a viable centrist name for the lawsuit.

4CAST's Pedro Tuesta quotes on the impact of NAFTA talks on Grain producers / Reuters / August 18, 2017

Pedro Tuesta, a Latin American economist for 4Cast Roubini Global Economics, said that "when there is a rise in trade, it is well-known that those who can produce more will benefit the most. It is a question of productivity."

What’s The Outlook For The U.S. Yield Curve? / Investing.com / June 28th, 2017

The Treasury market seems to be pricing in a softer outlook for US economy, based on the flattening of the yield curve. Although the Fed’s official policy outlook is to continue raising rates, “the policy consensus among FOMC members seems to be eroding,” notes a report published yesterday by Roubini Global Economics.

Temer should continue until 2018 with disfigured reforms / Money Times / June 13th, 2017

"We increased the likelihood of our baseline scenario (delayed and diluted reforms) from 55 percent to 60 percent and also raised the likelihood of our negative scenario (total reform standoff) from 5 percent to 10 percent. In the same way, we now see a lower likelihood that Temer will be replaced. We see a 30% chance (previously 40%) that it will continue with minimally diluted reforms," said economists Pedro Tuesta and Rachel Ziemba.

China’s Downgrade Reflects Fundamentals / Emerging Market Views / May 26th, 2017

This week, global ratings agency Moody’s downgraded China’s sovereign rating to A1 from Aa3, citing expectations of financial conditions eroding in coming years amid slower growth and rising debt. This move was largely anticipated by market participants and to a certain effect had little impact on onshore or global markets. “We expect other agencies to follow suit,” Paulina Argudin, a senior analyst with 4CAST-RGE, a financial analytics and research firm, co-wrote in a note to clients on May 24th.