BT inSights

Kirchners seek to profit from political uncertainty. Legislative arithmetic remains supportive of IMF deal, but execution risks have also increased due to a weaker governability outlook. These are some of the Argentinean aspects that our Host Dean Tyler, Head of Emerging Markets at BancTrust, and Ramiro Blazquez, Head of Research & Strategy at BancTrust, discuss in this new episode of our podcast BT inSights. Please don’t forget to subscribe to our podcast, follow us on Twitter at @BancTrustCo and visit our website at banctrust.com.

Following Argentina's Open Primaries (PASO), in which President Alberto Fernández suffered a major setback, and even though the results have strengthened Cristina Kirchner and her most extreme supporters, several factors make us think that radicalisation is out of the government’s scope. In the absence of strong incentives for a radicalisation of the administration, the higher chance of a regime change in 2023 could boost bond prices by 8-10 percent in recent tradings. 

Join our great host Dean Tyler, Head of Global Markets at BancTrust & Co. and his extraordinary guest, Ramiro Blazquez, Head of Research & Strategy at BancTrust & Co. as they embark in a journey through All-Things-Emerging-Markets and discuss the latest trends within this arena. 

Don't forget to subscribe to our Podcast, BT inSights, follow us on Twitter at @BancTrustCo, and visit us at banctrust.com. 

Is Venezuela getting closer to a relaxation of U.S. Sanctions? What conditions need to be met in order for this to happen? Join our great host, Dean Tyler, Head of Global Markets at BancTrust Investment Bank, as he discuss these and more topics with Ramiro Blazquez, Head of Economic Research & Strategy at BancTrust. Don’t forget to subscribe to our Podcast BT inSights, follow us on Twitter at @BancTrustCo, and visit us at www.banctrust.co.uk.

The Buenos Aires Province never-ending debt deal will remain in its limbo, and actually, the conflict between the creditors and the authorities seems to have escalated. Join our Host Dean Tyler, Head of Global Markets at BancTrust Investment Bank, and his great guest, Ramiro Blazquez, Head of Research & Strategy at BancTrust, as they embark on this week’s All-Things-Emerging Markets chat. Don’t forget to subscribe to our BT inSights Podcast, follow us on Twitter @BancTrustCo, and visit our website at www.banctrust.co.uk.

Is it time to start considering gaining exposure on Argentina Sovereign? Despite the recent positive momentum of Argentine EXD bonds, dark clouds are building up. Join our great host Dean Tyler, Head of Global Markets at BancTrust Investment Bank, and find out why Ramiro Blazquez, Head of Research & Strategy, recommends investors to hold guns before adding exposure to Argentina Sovereign. Subscribe to our weekly podcast BT inSights, don’t forget to follow us on Twitter at @BancTrustCo, and also visit us at www.banctrust.co.uk.

Ecuador’s President-elect Lasso has barely passed his first political test, while El Salvador is getting closer to a point of no return after the U.S. escalated confrontations with Central America’s Northern Triangle. Join Dean Tyler, Head of Global Markets at BancTrust & Co. Investment Bank, and his guest, Ramiro Blazquez, Head of Research & Strategy at BancTrust & Co. on this episode. Subscribe to BT inSights and join us on our weekly Podcast about All-Things-Emerging-Markets. Don’t forget to follow us on Twitter at @BancTrustCo and visit us at www.banctrust.com.

Bukele has higher incentives to negotiate an IMF programme rather than borrow from China, and the U.S. diplomatic pressures may have an impact on IMF negotiations. Join our great host Dean Tyler, Head of Global Markets at BancTrust Investment Bank in London, sharing interesting views and insights on this with his special guest, Ramiro Blazquez, Head of Research & Strategy at BancTrust Investment Bank. Don’t forget to follow us on Twitter @BancTrustCo and visit us at www.banctrust.co.uk