GlobalSourcePartners

GlobalSource Partners, Inc. delivers the highest quality macroeconomic and political analysis to emerging markets investors worldwide.

[GlobalSourcePartners @GS_Partners]

Ivan Tchakarov puts a price tag on the issues that loomed large in the concluding episodes of #Armenia’s election campaign: gas, and, of course, to the now famous roses and peppers. #economy #oil $USDAMD
https://t.co/S0CgGJeTYO

[GlobalSourcePartners @GS_Partners]

Guillermo Valdes on #Mexico’s politics – In refusing US extradition requests, Sheinbaum has chosen confrontation over cooperation, placing Mexico in a structurally weak position in the face of Washington's overwhelming leverage. #Emergingmarkets $USDMXN https://t.co/wHx8tRovVF

[GlobalSourcePartners @GS_Partners]

Robert Funk on #Chile’s politics – Instead of a victory lap, Kast is emphasizing fiscal and security emergencies. #EmergingMarkets $USDCLP
https://t.co/MBmgh50qNc

[GlobalSourcePartners @GS_Partners]

Guillermo Valdes on #Mexico’s politics - The 4T governing model rests on four pillars, and only one of them is holding up. #EmergingMarkets $USDMXN
https://t.co/H8xZfM0qkD

[GlobalSourcePartners @GS_Partners]

Robert Funk on #Chile’s politics – Without a security plan, with rising energy costs, and an unpopular Reconstruction Plan, the government is burning political capital. #emergingmarkets $USDCLP
https://t.co/RklLgMf50C

[GlobalSourcePartners @GS_Partners]

Iraj Abedian on the inquiry into President Ramaphosa – the principle of accountability is supreme, while the president and his party fight for survival and their legacy.
$USDZAR #EmergingMarkets #SouthAfrica #Farmgate
https://t.co/jF6koSTLJ7

[GlobalSourcePartners @GS_Partners]

Guillermo Valdes on #Mexico – President Sheinbaum is in an uncomfortable position – protect the party or cooperate with the US? #EmergingMarkets $USDMXN
https://t.co/AXAl5hd8qM

[GlobalSourcePartners @GS_Partners]

Sani Ziv on #Israel’s politics - The move is intended to present an alternative to the current government but the key variable is still bloc dynamics. #EmergingMarkets $USDILS
https://t.co/lMJlU7OxVD

[GlobalSourcePartners @GS_Partners]

Istvan Racz on #Hungary’s new administration – #Tisza will design a convergence path to meet the criteria; in the near term, subsidies and price caps must be addressed. #EmergingMarkets #hungaryelection $USDHUF
https://t.co/CIoJbCqVzw

[GlobalSourcePartners @GS_Partners]

Guillermo Valdés on #Mexico's politics - A UN committee's findings on enforced disappearances in Mexico and the the government's defensive reaction reveal crises for violence policies, prosecution of justice, and Mexican diplomacy. $USMXN #EmergingMarkets
https://t.co/cDuLLV7U3E

[GlobalSourcePartners @GS_Partners]

Istvan Racz on #Hungary’s politics – Despite the events of the past week, the country is waiting for the vote this Sunday, and more or less everyone knows already how he or she is going to vote... #EmergingMarkets $USDHUF
https://t.co/Kq4CBUcJYL

[GlobalSourcePartners @GS_Partners]

Guillermo Valdes on #Mexico’s politics - The distancing between the government and business leaders has translated into growing, unspoken mistrust. #EmergingMarkets $USDMXN
https://t.co/xNVIQCXB53

[GlobalSourcePartners @GS_Partners]

Igal Magendzo on #Chile’s fuel price increase - A cumulative effect of 0.4 pp on headline CPI by December, assuming the shock is mostly transitory $USDCLP #EmergingMarkets #OilMarket
https://t.co/Jzb80WuLGE

[GlobalSourcePartners @GS_Partners]

Guillermo Valdes on #Mexico – The proposed electoral reform aims to reduce opposition participation in Congress, weaken other political parties, and control electoral institutions. #EmergingMarkets $USDMXN
https://t.co/LX9IywONAU

[GlobalSourcePartners @GS_Partners]

Ivan Tchakarov on the #IranWar's impact on #Azerbaijan – an emotional reaction from Aliyev and a mood of anxiety #EmergingMarkets $USDAZN
https://t.co/CdMLby5nl8

[GlobalSourcePartners @GS_Partners]

Sani Ziv on #Israel and the #IranWar – The more plausible outcome is a 2-3 week war, but so far, #Iran shows no sign of easy capitulation. #EmergingMarkets $USDILS
https://t.co/IC1HFUjHna

[GlobalSourcePartners @GS_Partners]

The controversy illustrates the limits of #Chile’s traditional open trade approach in a world where infrastructure choices increasingly signal geopolitical preferences. It’s Kast’s problem now. #EmergingMarkets $USDCLP
https://t.co/qTT0sSTqkA

[GlobalSourcePartners @GS_Partners]

Joaquin Cottani on #Argentina – Market participants see the labor reform primarily as a political credibility signal, not an immediate macro catalyst... #EmergingMarkets $USDARS
https://t.co/hJVGciDjTS

[GlobalSourcePartners @GS_Partners]

Guillermo Valdes on #Mexico’s politics – Sheinbaum has gained strength over AMLO with these changes, but the question is how she will use her newly acquired strength. #EmergingMarkets $USDMXN
https://t.co/vbLf2mBxMV

[GlobalSourcePartners @GS_Partners]

Istvan Racz on #Hungary – No matter what or where the country argues, Hungary will have to actively diversify its gas purchases away from Russia in the short term. #EmergingMarkets $USDHUF #OilTrade
https://t.co/N0PxH0xS3A