What a wonderful world 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
Uruguay 21
Venezuela 22
Central America 23
Latin America Surprise
Indices 24
Central Bank Watcher 25
Charts and tables
Local markets 26
Inflation linkers and break-evens 27
Inflation linkers and break-evens, cont. 28
External debt 29
External debt, cont. 30
External debt yield curves 31
External debt bonds, CDS, and basis 32
External debt bonds, CDS, and basis, cont. 33
FX forecast and NDF 34
Forward/NDF-implied yield curves 35
Contents