Brazil

What We're Reading —20 Sep 2016

Temer says being a lame duck allows him to focus on the important things. We’ll see. 
Brazil Pension Reform Will Be Approved by Mid-2017, Says Brazil's President (Bloomberg)

Petrobras to cut investments by 25% over the next five years.
Petrobras reduz investimentos em 25% para os próximos cinco anos (Valor)

PPK trolls Maduro hard.
Peru Calls for Food Aid, Pressure to Help ‘Starving’ Venezuela (Bloomberg)

Why let the facts get in the way of some good demagoguery?
Illegal immigration from Mexico falls (FT)

Trump drives the MXN Peso below 20 to the USD.
Escala dólar al menudeo a $20.17 (El Universal) 

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What We're Reading — 14 Sep 2016

There go Lula's 2018 plans.
‘Lula é o comandante máximo do esquema de corrupção’, diz procurador da Lava Jato (Estadão)

Brazil and Argentina make their first move to squeeze Venezuela out of Mercosur.
Venezuela Blocked From Assuming Presidency of Mercosur (WSJ)

PPK looks to China. But you knew that, because you read this blog.
Peru’s New Leader Breaks Tradition and Looks West for Investment (Bloomberg)

OTPP Out of BTG stake.
Canadenses vendem posição no BTG (Brazil Journal)

T&T needs more LNG STAT.
Dealing with the natural gas supply problem in Trinidad and Tobago (Trinidad Guardian) 

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What We’re Reading — 2 Sep 2016

Brazil is always about hydro.
Brazil’s Santo Antonio Said to Attract Three Gorges, Brookfield (Bloomberg)

Ambitious goals.
How to Fix Brazil (Foreign Affairs)

Multiplan strengthens it’s hold on Barra Shopping. 
Multiplan paga R$500 mi para crescer no BarraShopping e no Morumbi (Brazil Journal)

Macri’s in China, but where are the Argentine firms?
Macri en China: Putin, Xi Jinping y pocas empresas (Ambito Financiero)

You know things are bad when they’re going to Lee Buchheit for a quote.
Chaos in Caracas invites vulture fest (FT) 

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What We’re Reading — 1 Sep 2016

Opposition claims 1 million in Caracas marched for a meaningful recall vote.
Venezuelans March in Capital to Press for Vote to Recall President (WSJ)

Same game plan as post-1990.
Cuba Turns to Foreign Investors as Cheap Venezuelan Oil Fades (Bloomberg)

Coming to sell off transmission lines - hopes to get $500m
Cemig anuncia oferta de Taesa, que pode chegar a R$1,6 bilhão (Brazil Journal)

We like PPK, but let’s give him more than a month in office before judging his record.
Down on Clinton and Trump? There's a Guy in Peru … (Bloomberg View)

No one came out of yesterday’s meeting looking good - but EPN got played.
Neither Trump Nor Peña Nieto Should Be President (Two Week’s Notice) 

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