Moody's Talks - Perspectivas Latinoamérica

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Panorama y datos de los mercados en la región.

  1. Deuda Local vs. Cross-Border: análisis de las tendencias de emisión en América Latina

    11/28/2023

    Deuda Local vs. Cross-Border: análisis de las tendencias de emisión en América Latina

    Participants:  Ariane Ortiz-Bollin - Vice President - Senior Credit Officer, CSS, Moody’s Investors ServiceValeria Azconegui - Head of Credit Standards, Moody's LocalEduardo Montes de Oca - Director - Regional Credit Officer, Moody's LocalRelated Research: Domestic issuance in Latin America will continue to overshadow cross-border markets amid rate uncertainty (Moody's Local)

    15 min
  2. El niño: Un fenômeno climático com consequências variadas para a região

    09/12/2023

    El niño: Un fenômeno climático com consequências variadas para a região

    Participants:  Marcos Schmidt - Associate Managing Director, Moody’s Investors ServiceBarbara Mattos -  Senior Vice President, Moody's Investors ServiceAlexandre Albuquerque - Vice President - Senior Analyst, Moody's Investors ServiceCristiane Spercel - Senior Vice President, Moody's Investors ServiceRelated Research: Governments, companies more financially constrained for strong El Niño than in 2016 (Moody's Investors Service)

    28 min
  3. El Niño: Un fenómeno meteorológico con consecuencia variadas para la región

    09/12/2023

    El Niño: Un fenómeno meteorológico con consecuencia variadas para la región

    Participants:  Ariane Ortiz-Bollin - Vice President - Senior Credit Officer, CSS, Moody’s Investors ServiceMartina Gallardo Barreyro - Vice President - Senior Credit Officer, Moody's Investors ServiceAlexandre Albuquerque - Vice President - Senior Analyst, Moody's Investors ServiceAdrian Garza - Vice President - Senior Credit Officer, Moody's Investors ServiceRelated Research: Governments, companies more financially constrained for strong El Niño than in 2016 (Moody's Investors Service)

    22 min

  4. 06/12/2023

    Nearshoring: ¿Gamechanger para México?

    Participants: Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, CSS, Moody’s Investors ServiceDiego González, Assistant Vice President - Analyst, PPIF, Moody's Investors ServiceMaria del Carmen Martinez-Richa, Vice President - Senior Analyst, Sub sovereign, Moody’s LocalAlfredo Coutiño, Economic Director LatAm, Moody’s AnalyticsRelated Research: Nearshoring boost manufacturing and real estate, but structural barriers limit potential (Moody’s Investors Service)Sub-Soberanos: Varios ganadores con la inversión de Tesla (Moody’s Local)

    24 min

  5. 05/11/2023

    Vencedores e perdedores: quais setores serão mais afetados pelo cenário econômico atual da América Latina?

    Participants: Marcos Schmidt, Associate Managing Director, Moody’s Investors ServiceBarbara Mattos, Senior Vice President, Moody’s Investors ServiceCristiane Spercel, Senior Vice President, Moody’s Investors ServiceDaniel Girola, Vice President - Senior Analyst, Moody’s Investors Service  Related Research: Emerging Markets – Latin America & Caribbean: Unsettled macro risks greater for consumer sectors than for exporters, utilities or banks

    26 min

  6. 05/11/2023

    Ganadores y perdedores: ¿qué sectores en América Latina se verán más afectados bajo el actual panorama económico?

    Participants: Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Moody’s Investors ServiceCeres Lisboa, Associate Managing Director, Moody’s Investors ServiceMartina Gallardo Barreyro, Vice President - Senior Credit Officer, Moody’s Investors ServiceAdrian Garza, Vice President - Senior Credit Officer, Moody’s Investors Service  Related Research: Emerging Markets – Latin America & Caribbean: Unsettled macro risks greater for consumer sectors than for exporters, utilities or banks

    22 min

  7. 04/05/2023

    Perspectiva para o sistema bancário no Brasil é estável, apesar do enfraquecimento das condições macroeconômicas

    Participants: Marcos Schmidt, Associate Managing Director, Moody’s Investors ServiceAlexandre Albuquerque, Vice President - Senior Analyst, Moody’s Investors ServiceDaniel Girola, Vice President - Senior Analyst, Moody’s Investors ServiceLucas Viegas, Vice President - Senior Analyst, Moody’s Investors ServiceRelated Research: Brazil: Stable outlook backed by resilient credit fundamentals against rising asset risksChile: Solid credit fundamentals will balance out macro risks and strains on profitabilityColombia: Sustained earnings and capital keep system stable against macro turbulenceMexico: Sound performance maintains stability despite economic imbalancesPeru: Sturdy profits and loan diversification mitigates political and asset risksArgentina: Weak operating conditions and high sovereign exposures drive negative outlookPanama: Economic recovery limits asset risks, helps support profitability and stable outlookParaguay: Steady profitability and contained asset risks in a recovering economyUruguay: Solid capital and earnings maintain stability as asset risks slowly riseCentral America & Caribbean: Sound loan quality and steady funding drive a stable outlook for the regionContagion effect of US bank closures will be limited for LatAm banksBanks – Brazil: Surge in household debt burden will prolong asset risk pressures beyond 2023Banks – Brazil Pilot framework for Brazil's digital currency limits disintermediation risks

    22 min

  8. 04/05/2023

    Perspectiva estable para la mayoría de los sistemas bancarios en América Latina, pese a un entorno de mayores tasas de interés y desaceleración del crecimiento

    Participants: Ariane Ortiz-Bollin, Vice President - Senior Credit Officer, Moody’s Investors ServiceFelipe Carvallo, Vice President - Senior Credit Officer, Moody’s Investors ServiceMarcelo De Gruttola, Vice President - Senior Analyst, Moody’s Investors ServiceRodrigo Marimon, Analyst, Moody’s Investors ServiceRelated Research: Argentina: Weak operating conditions and high sovereign exposures drive negative outlookBrazil: Stable outlook backed by resilient credit fundamentals against rising asset risksCentral America & Caribbean: Sound loan quality and steady funding drive a stable outlook for the regionChile: Solid credit fundamentals will balance out macro risks and strains on profitabilityColombia: Sustained earnings and capital keep system stable against macro turbulenceMexico: Sound performance maintains stability despite economic imbalancesPanama: Economic recovery limits asset risks, helps support profitability and stable outlookParaguay: Steady profitability and contained asset risks in a recovering economyPeru: Sturdy profits and loan diversification mitigates political and asset risksUruguay: Solid capital and earnings maintain stability as asset risks slowly riseContagion effect of US bank closures will be limited for LatAm banksBanks – Mexico: How challengers are unlocking Mexico's underserved credit marketBanking – Global: Fintechs lose financial footing, tipping scales in favor of incumbents, for now

    21 min
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Panorama y datos de los mercados en la región.

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  • Creator
    Moody's Corporation
  • Years Active
    2022 - 2023
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © 2022 Moody’s Corporation, Moody’s Investors Service, Inc., Moody’s Analytics, Inc. and/or their licensors and affiliates (collectively, “MOODY’S”). All rights reserved.
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    Moody's Talks - Perspectivas Latinoamérica