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Latin America Watch

Monthly summary of our views on major talking points, along with previews of key upcoming data and events.

Sample - More to follow Brazil’s lead
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Latin America Economics > Latin America Watch — From currency wars to interest rate warsLatin America Economics > Latin America Watch — How is growth shaping up in Latin America?Latin America Economics > Latin America Watch — Brazil’s growth model under the spotlightLatin America Economics > Latin America Watch — QE3 would be a damp squib for Lat Am marketsLatin America Economics > Latin America Watch — Will China pull the rug from under Latin America?Latin America Economics > Latin America Watch — Policy set to ease across the region in 2012Latin America Economics > Latin America Watch — Room for manoeuvreLatin America Economics > Latin America Watch — More to follow Brazil’s leadLatin America Economics > Latin America Watch — Rate cuts back on the agenda for 2012Latin America Economics > Latin America Watch — Mexican rates on hold until 2013
Latin America Economics > Latin America Watch — Rates should peak this yearLatin America Economics > Latin America Watch — Food price shock still has a little further to runLatin America Economics > Latin America Watch — Rates to edge higher but peak by Q4Latin America Economics > Latin America Watch — Currency wars take a back seat... for nowLatin America Economics > Latin America Watch — Inflation spike has further to runLatin America Economics > Latin America Watch — Trapped in the impossible trinityLatin America Economics > Latin America Watch — Rising inflation to be met with unorthodox measuresLatin America Economics > Latin America Watch — Could the next move in Brazilian rates be down?Latin America Economics > Latin America Watch — Currency concerns to temper rate hikesLatin America Economics > Latin America Watch — Learning to live with higher capital inflows
Latin America Economics > Latin America Watch — Treading carefullyLatin America Economics > Latin America Watch — Markets still overestimating the pace of tighteningLatin America Economics > Latin America Watch — Softer tone of recent data won't stop rate hikesLatin America Economics > Latin America Watch — Two-speed tightening cycle underwayLatin America Economics > Latin America Watch — Brazil to hike again, despite market turmoilLatin America Economics > Latin America Watch — Brazil set to begin tightening monetary policyLatin America Economics > Latin America Watch — Tightening cycle nears but rate hikes will be moderateLatin America Economics > Latin America Watch — Brazil edges towards first rate hikeLatin America Economics > Latin America Watch — Modest monetary tightening to begin in Q2Latin America Economics > Latin America Watch — Monetary tightening will be gradual
Latin America Economics > Latin America Watch — Thoughts turn to monetary tighteningLatin America Economics > Latin America Watch — Policymakers in ‘wait and see’ modeLatin America Economics > Latin America Watch — Stronger growth won’t bring forward rate hikesLatin America Economics > Latin America Watch — Markets too quick to price in rate hikesLatin America Economics > Latin America Watch — Nearing the bottomLatin America Economics > Latin America Watch — Further cuts likely, but pace of easing set to slowLatin America Economics > Latin America Watch — Rates set to fall further despite 'green shoots'Latin America Economics > Latin America Watch — Interest rates heading for record lows
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