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 — 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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What We’re Reading — 23 Aug 2016

S&P and Moody’s lower outlook for Mexico and Banorte to “negative”...
S&P baja perspectiva crediticia de México por deuda alta (El Universal)
Moody’s baja a “negativa” perspectiva de banca mexicana (El Universal)

... growth shrinks in Q2; Mexico now lucky if GDP grows 2.5% in 2016 — this doesn’t help.
SHCP ajusta a la baja su pronóstico de PIB (El Financiero)

Maduro hoping oil will go from $50 to $70/bbl.
Venezuela to push for a deal at Algeria meet (Gulf News)

Also a big step towards the OECD - Argentina should pass it.
Argentina's Quiet (Giant) Step Against Corruption (Americas Quarterly)

Low prices for imports from FTAs turning Chile into the new Miami? Maybe if you don’t like the beach.
¿Por qué Chile se convirtió en el nuevo Miami?

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What We’re Reading — 3 Aug 2016

Danny Ortega doubles down on his Evita revival.
Nicaragua: Ortega names his wife as running mate(BBC)

Maduro doubles down on insane economic policies.
Venezuela Shakes up Cabinet, Appoints Drug-Indicted General (Bloomberg)

Not because they want to, but because Venezuela needs the food.
Jamaica is paying its oil debts to Venezuela with food (The Independent)

Outback finds the onions Bloomin’ in Brazil.
Para o Outback, o filezinho é o Brasil (Brazil Journal)

Indiana Jones-level environmental policy.
Raiding an Illegal Gold-Mining Ring in Peru’s Amazon Jungle? Easy. Getting There? Next to Impossible. (NYT)

Overtime for everyone running the kiosks on Ipanema?
Rio’s Traffic Jams Force Last-Minute Holiday for Olympics (WSJ) 

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