BT inSights

Playing with fire

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 @BancTrust...

All Things Emerging Markets: The Saga

Join our great host Dean Tyler, Head of Global Markets at BancTrust, and his renowned guest Ramiro Blazquez, Head of Research and Strategy at BancTrust, on their weekly stroll around the latest news and topics on everything emerging markets. Subscribe to our podcast BT Insights to get notifications, follow us on Twitter @BancTrustCo, and visit us at banctrust.com.

Unlikely radicalisation despite Kirchnerist electoral defeat

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 T...

Venezuela: Inching Closer to Free Elections

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.

And the Story Goes On

What is the fate of the IMF deal with Costa Rica? How worried should investors be with this deal still not being approved? Is Bitcoin expected to solve the problems of various LatAm countries? Join Dean Tyler, Head of Global Markets at BancTrust Investment Bank, as he discusses these issues with Rick Scott, Sovereign Emerging Markets Analyst from BMO Asset Management. Don’t forget to subscribe to our weekly BT inSights podcast, follow us on Twitter at @BancTrustCo, and visit us at www.banctrust....

Argentina Fixed Income Strategy: Playing Hardball

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 w...

All Things Emerging Markets

Join our great Host Dean Tyler, Head of Global Markets at BancTrust Investment Bank, and Angelo Stagno, from the BancTrust Fixed Income Desk, as they chat about All-Things-Emerging-Markets. Don’t forget to subscribe to our BT inSights Podcast. Also follow us on Twitter at @BancTrustCo and visit us at www.banctrust.co.uk

Argentina Fixed Income Strategy: Hold your guns

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 a...

Mixed Feelings

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’...

El Salvador: Reality Check

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

BT inSights (Trailer)