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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 VoxEU.org 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.

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