What We're Reading – 19 Sep 2016

PDVSA’s $7b debt exchange: shot...
PDVSA ofrece canjear 7.000 millones de dólares de deuda al 2017 por bono 2020 al 8,5% (Reuters)

…and chaser.
S&P Cuts Venezuela's PDVSA to CC Negative (Latin American Herald Tribune)

Interview: Mauricio Macri (FT)

IMF’s first Article IV trip to Argentina in a decade underway.
Llega misión del FMI para auditar las cuentas nacionales (Ámbito Financiero)

We’re shocked, shocked, to discover Trump flip-flopping on an issue.
Trump's 180 on Cuba (Two Week’s Notice)

David Frum with a thought-provoking essay to digest after the long holiday weekend.
Happy Independence Day, Mexico (The Atlantic) 

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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 — 30 Aug 2016

Tomorrow is D-Day for Dilma. 
Brazil’s Senate Continues Impeachment Debate, Vote Seen Wednesday (WSJ)

The last Brazilian president to be impeached — Fernando Collor de Melo —  won’t cast a vote
Ato simbólico (Estadão)

Colombia peace plebiscite set for Oct 2nd.
ficial: esta es la pregunta para el plebiscito por la paz (El Tiempo) 

Macri was betting on a boost from reforms. That bet isn’t paying off.
Argentine enthusiasm for new leader wanes (FT)

Will the BRICS Bank finance the deal?
China avalia compra de 32 jatos da Embraer (Valor)

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What We’re Reading — 18 Aug 2016

China Minmetals gets to work in Peru.
Chinese-owned Peru copper mine starts commercial operations amid headwinds (Nikkei Asian Review)

A big setback for Macri.
Argentina’s Supreme Court Annuls Residential Gas Price Increases (WSJ)

Mexican electric monopoly CFE opens up it’s infrastructure to telecoms.
CFE abre Sistema Eléctrico Nacional a empresas de telecom (El Universal)

Embraer looking to save $200m a year with layoffs.
Embraer abre programa de demissão voluntária no dia 23 de agosto (Valor)

Is Brazil’s "impeachment rally" sustainable? UBS doesn’t think so.
Balanços... e não cai? (Brazil Journal) 

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