This report provides an update on Latin American market trends, focusing on airline sector previews, Brazilian corporate activity (insiders/buybacks), and regional agricultural/energy commodities.
Key Takeaways
- 1.LATAM Airlines is now the top pick among Latin American airlines, with Copa Airlines moving to second.
- 2.Brazil's ethanol sector faces oversupply risks, with production growth outpacing demand, though a potential mandate blend increase to 32% could provide relief.
- 3.US Henry Hub gas prices are expected to face downward pressure as new pipeline capacity comes online and winter outlooks evolve.
Table of Contents
- Top Call
- Company
- Industry
- Global
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Authors
Filipe NielsenAndre Mazini
Securities
LTMCPAWEGE3
Themes
Corporate BuybacksEnergy VolatilityMonetary/Regulatory Policy
Regions
Latin AmericaBrazilMexicoUnited States