Enrique Alvarez Quotes (7 Quotes)

There are other social factors in Bolivia that are pressing (Morales) to take more rapid action. The relationship that he is building with Chavez and Castro is also forcing him to act with more speed.

It is pretty evident that every time you get above (the 10-year Treasury yield of) 4.72 to 4.73 percent area the market becomes uneasy. That is the inflection point where you see negative returns and some spread widening (in emerging market debt).

Both countries are convinced they're going to meet their future financing needs on the domestic markets.

Emerging markets are very dependent on the direction of the Treasury. The market has had very good success in not invading above the (10-year Treasury) 4.80 percent yield level which is a very difficult area for the U.S. Treasury market.

The market place is at the mercy of the Fed, its rhetoric and of U.S. Treasuries, which are highly data dependent. Anything that signals weakness either in inflation or in housing will be positive for Latin America because it is going to weaken Treasury y

The Latin American market is going to pay a lot of attention to moves in U. S. Treasury rates, while the US equity market remains a major momentum generator.

Treasuries seem to be overly happy and emerging markets seem to be quite content also.