A daily market compendium covering Latin American multi-asset strategies, sector updates in protein and fuel, and global macro-commodities risks.
Key Takeaways
- 1.Mexico's economic outlook is clouded by a growth downgrade to 1.1% amid rising political and fiscal pressures.
- 2.Credicorp maintains strong earnings power with management reiterating a ~19.5% ROE guidance for 2026 despite Peruvian macro risks.
- 3.The global protein market shows a sharp bifurcation; Brazil's poultry remains a strong earnings anchor while US beef continues to struggle.
Table of Contents
- Top Call
- Company
- Industry
- Global
- Key Rating and Target Price Changes
- Appendix A-1
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Authors
Andrés CardonaBrian Flores, CFAGustavo Schroden
Securities
CredicorpB3SA3FMX23.MXMILS3
Themes
Stagflationary Risks in Emerging MarketsGeopolitical Commodity Shocks
Regions
Latin AmericaMiddle EastGlobalMexicoBrazilPeru