Capital Economics

The leading macroeconomic research consultancy

Latin America Focus

Occasional “think pieces” on themes of current interest.

Sample - Are Brazil’s critics right?

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Articles
Can Chile get rich off commodities?Colombia’s credit boom is unsustainableWhy Brazil's property boom looks like a bubbleWhat are Argentina's lessons for the euro-zone?How exposed are equity markets to investor risk aversion?Mexican banks can weather the euro-zone stormEuro-crisis: how big is the threat of financial contagion for EMs?Mexico: Fiesta or siesta?Are Brazil’s critics right?How healthy is Brazil's fiscal position?
Sovereign Debt: are the emerging markets immune?How sustainable is Argentina's economic model?Is Latin America wasting its commodities windfall?Capital flows to emerging markets: an accident waiting to happen?Will emerging markets outperform again?Is Peru's boom about to be derailed?Taking stock of Argentina's inflation problemIs Venezuela approaching crunch time?Brazil: managing the risks of abundanceEmerging markets will not rescue the rest of the world
Two priorities for the Dilma administrationCan Colombia win its currency war?Capital controls back on the agendaWhy Brazil's next president must focus on the savings shortfallColombia: How should Santos build on Uribe’s legacy?Colombia elections: Reasons not to fear a Mockus victoryClinging to the coattails of China?Earthquake unlikely to derail Chilean economyHow quickly will Brazil raise interest rates?Is Mexican inflation about to take off?
Brazil: primed for take-off or doomed to disappoint?Three challenges facing emerging markets in 2010Mexico: Budget reforms only scratch the surfaceStrong recovery to give way to a disappointing 2011Bubble, bubble toil and trouble?What’s really happening to Argentine inflation?Don’t believe the data, Argentina is in deep recessionHow can Venezuela cope with the fall in oil revenues?Green shoots lack deep rootsHeading for the worst recession since the 1930s