miércoles, 13 de enero de 2010

Los spreads en países emergentes

Si a alguien le interesa algunos pronósticos para los spreads de emergentes acá va una nota de acerca de los posibles escenarios de 2010 y 2011 en USA (especialmente en términos de política monetaria y cambios en la yield curve de tasas de interés de ese país) y como eso impacta en los costos para pedir prestados en los países emergentes.

Update: Una versión más extendida del trabajo la pueden encontrar por acá.

36 comentarios:

Anónimo dijo...

I used to be recommended this blog through my cousin.

I'm no longer certain whether this put up is

written by him as no one else realize

such targeted

about my difficulty. You are incredible! Thank you!
Check out my site ;

Anónimo dijo...

Wow! Thank you! I constantly needed to write on my blog something like that.
Can I take a portion of your post to my

Visit my blog ::

Anónimo dijo...

Together with everything which

seems to be developing inside this specific area, a significant percentage of opinions are fairly
exciting. Having said

that, I appologize, because I can not subscribe to your

whole plan, all be it radical none the

less. It appears to everybody that your remarks

are not totally justified and in fact you are yourself not even entirely convinced of the assertion.
In any

event I did enjoy reading it.
my web page >

Anónimo dijo...

I would like to thnkx for the efforts you've put in writing this web site. I

am hoping the same high-grade blog post from you in the upcoming as well.

Actually your creative writing abilities has inspired me to get my own blog

now. Actually the blogging is spreading its wings fast. Your write up is a great

example of it.
Also see my webpage:

Anónimo dijo...

You are a very bright individual!
Feel free to surf my webpage : aguamarina golf apartments golf del sur tenerife canary islands

Anónimo dijo...

I was very pleased to seek out this web-site.
I needed to thanks in your time for this glorious read!
! I definitely enjoying every

little little bit of it and I've you bookmarked to take a look at new stuff you blog post.
Also see my website :: 2012 calendar template november

Anónimo dijo...

I'm still learning from you, but I'm making my way to the top as well.

I definitely enjoy reading all

that is posted on your blog.Keep the information coming.
I liked it!
Here is my page ... Blogspot.Fr

Anónimo dijo...

Great article and right to the point. I don't know if this is

in fact the best place to ask but do you people have any ideea where

to get some professional writers? Thanks :)
Review my weblog ::

Anónimo dijo...

Nice post. I was checking continuously this blog and I am
impressed! Extremely

useful info specially the last part :) I care for such

information much. I was seeking this certain information for
a long time. Thank you and good luck.
My weblog ;

Anónimo dijo...

I wish to show my appreciation to the writer for bailing me
out of this

difficulty. Right after browsing through the the net and finding

tricks that were not

pleasant, I believed my entire life was

done. Living without the presence of

strategies to the difficulties you have sorted out by way of your

good posting is a serious case, as well as those

that might have in a wrong way

damaged my entire career if I had not encountered your web site.

Your personal talents and kindness in

dealing with every part was priceless. I'm not sure what I would've done if I had not encountered such a
solution like this. I'm able to at

this time look forward to my future. Thank you so

much for your high quality and

amazing guide. I won't

think twice to recommend your

site to any individual who should have recommendations

about this matter.
Here is my weblog second hand furniture shops spain

Anónimo dijo...

This design is steller! You definitely know how to

keep a reader entertained. Between your wit and your videos, I was almost moved to
start my own blog (well,

almost...HaHa!) Fantastic job. I really loved what you had to
say, and more than

that, how you presented it. Too cool!
Also see my page:

Anónimo dijo...

Very good written article. It will be helpful to anyone who usess it, including yours truly :

Keep up the good work - i will definitely read more posts.
My site -

Anónimo dijo...

After research a few of the weblog posts on your

website now, and I really like your means of blogging.


bookmarked it to my bookmark web site list and might be checking again soon.
Pls try my web page as effectively and let me know what you think.
Visit my page 3 weeks pregnant and spotting brown

Anónimo dijo...

Hey there would you mind sharing which blog platform you're using?

I'm planning to start my own blog in the near future but I'm having a hard time

selecting between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is

because your design seems different then most blogs and I'm looking
for something completely

unique. P.S Apologies for getting off-topic but I had to ask!
Have a look at my web site :: tesco freesat tv

Anónimo dijo...

I'm truly enjoying the design and layout of your site. It's a very
easy on the eyes which makes it

much more enjoyable for me to come here and visit more often.
Did you hire out a developer to create

your theme? Excellent work!
My web blog -

Anónimo dijo...

My webpage:

Anónimo dijo...

hey there and thank you in your information - I have

definitely picked up anything new from right here.
I did however expertise a few technical points the usage of

this site, as I experienced to reload the web site many times previous to I may just get it to load correctly.


have been pondering in case

your hosting is OK? Now not that I'm complaining, however

slow loading cases times will often affect your placement in google and could harm your high-

quality score if advertising and ***********
Feel free to surf my blog ;

Anónimo dijo...

I am always looking online for articles
that can aid me. Thank you!
Also see my website >

Anónimo dijo...

I would like to thank you for the efforts you have put in writing this web site.


am hoping the same high-grade blog post from you
in the upcoming also. In fact your creative writing abilities has
encouraged me to get my own web site

now. Actually the blogging is spreading its wings rapidly.
Your write up is a great

example of it.
My page ;

Anónimo dijo...

Wonderful work! This is the type of information that should be shared around the web.
Shame on the search engines for not positioning this post higher!
Come on over and visit my web site . Thanks =)
My website:

Anónimo dijo...

As a Newbie, I am continuously exploring online for articles that can

be of assistance to me. Thank you
Also visit my blog ::

Anónimo dijo...

Thanks for a marvelous posting! I

quite enjoyed reading it, you may be a great author.
I will make sure to bookmark your blog and will come back at some
point. I want to encourage you continue your great job,
have a nice day!
Also visit my blog post

Anónimo dijo...

Unquestionably believe that which you stated. Your
favorite reason seemed to be on the net the simplest
thing to be aware of. I say to you, I

certainly get annoyed while people think about
worries that they plainly don't know

about. You managed to hit the nail upon the top as well as defined out the whole thing without having side-effects , people can take a signal. Will likely be back to get more. Thanks
Also visit my homepage ;

Anónimo dijo...

A formidable share, I just given this onto a colleague who
was doing

slightly evaluation on this. And he in fact bought me breakfast
because I

found it for him.. smile. So let me reword that: Thnx for
the treat! However yeah Thnkx for

spending the time to discuss this, I really feel strongly about
it and love studying more on this topic. If potential, as you turn out to be experience,
would you thoughts updating your weblog with more

particulars? It is extremely helpful for me.
Huge thumb up for this

blog put up!
Feel free to visit my page

Anónimo dijo...

Valuable information. Lucky me I found your website by accident, and I am
shocked why this

accident didn't happened earlier! I bookmarked it.
my site ::

Anónimo dijo...

Thanks for another informative site. Where else could I get that type of

information written in such an ideal way? I've a project that I am just now working on,

and I have been on the look out for such information.

Here is my website -

Anónimo dijo...

I'm very happy to read this. This is the kind of manual that needs to be given and not the random misinformation that's at the other blogs.
Appreciate your sharing this best doc.

My site ::

Anónimo dijo...

I wanted to put you that bit of observation so as to thank you very much again on the spectacular knowledge

you've provided on this site. It's pretty open-handed with people like you to convey openly what exactly many of us could have marketed as an e
book to get some cash for

their own end, primarily considering the

fact that you might have

tried it in case you considered necessary. These pointers

likewise acted like a great way to be certain that some people have a similar interest really like mine to see a

little more in

terms of this issue.

I'm certain there are several more pleasurable opportunities up front for people who read carefully your


Review my weblog ...

Anónimo dijo...

Heya i’m for the first time here. I found this board and I
to find It

really useful & it helped me out a lot. I hope to

provide one thing back and help others like you aided me.

my web page

Anónimo dijo...

Hi there! I'm at work surfing around your blog from my new iphone

4! Just wanted to say I love reading your blog and look forward to all your

posts! Carry on the fantastic work!

Review my site;

Anónimo dijo...

I like the helpful information you provide in your articles.
I’ll bookmark your weblog

and check again here frequently. I am quite certain
I’ll learn

plenty of new stuff right here! Best of luck for the next!

Review my site ::

Anónimo dijo...

Hi there, I found your blog via Google while searching for a related

your site came up, it looks great. I have bookmarked it in my google

Take a look at my web-site:

Anónimo dijo...

hello there and thank you to your info - I’ve

definitely picked up something new from proper here.
I did then

again expertise several technical issues the usage of

this website, since I experienced to reload the web site a lot of instances prior to I may get it to load properly.

were brooding about in case

your web hosting is OK? Now not that I'm complaining, but

slow loading circumstances times will very frequently impact your placement in google and could damage your quality ranking if advertising and ***********

Feel free to visit my web blog:

Anónimo dijo...

Please let me know if you're looking for a writer for your blog. You

have some really great articles and I think I would be a good asset. If you ever want to take

some of the load off, I'd really like to write some articles for
your blog in

exchange for a link back to mine. Please send me an e-mail if interested.

Also visit my blog ::

Anónimo dijo...

Fantastic blog you have here but I was wanting

to know if you knew of any user discussion forums that cover the same topics talked about in this article?

I'd really love to

be a part of group where I can get

feedback from other knowledgeable people that share the same interest. If you have any

recommendations, please let me know. Many thanks!

my webpage -

Anónimo dijo...

It is really a nice and helpful piece of
information. I am glad that you shared this

helpful info with us. Please keep us informed like this.
Thanks for


Here is my site