Latin America Economics Update Answering your questions on Argentina’s mid-terms The larger-than-expected victory for Argentina’s President Milei in Sunday’s mid-term elections has sparked a rally in Argentinian financial markets. Our initial response to the election can be found... 27th October 2025 · 5 mins read
Latin America Rapid Response Argentina Mid-Term Elections (October 2025) The strong showing for President Milei’s La Libertad Avanza (LLA) party is not only an endorsement of his reform agenda but will also substantially increase the LLA’s representation in congress, which... 27th October 2025 · 2 mins read
Latin America Economics Weekly All eyes on Argentina’s election, Mexico’s weak economy Argentines head to the polls on Sunday in crucial mid-term elections that will determine the future of President Milei's stabilisation programme. A poor showing for his La Libertad Avanza party would... 24th October 2025 · 8 mins read
Latin America Economics Weekly Argentina’s high-stake election, BRL under pressure Comments from US President Trump this week suggest the financial support for Argentina will be contingent on Milei doing well in the mid-terms later this month. A strong showing for Milei's party... 17th October 2025 · 5 mins read
Latin America Economics Update Peru: the macro implications of political turmoil The impeachment of Peru’s President Dina Boluarte has once again shone the spotlight on the country’s governability problem, and it doesn’t look like next year’s election will resolve this. Peru’s... 16th October 2025 · 4 mins read
Latin America Economics Update The Argentine peso: what to expect after the mid-terms Despite denials from policymakers, we think that Argentina’s exchange rate regime in its current form is unsustainable and that there will be a change after the mid-term elections later this month. We... 14th October 2025 · 5 mins read
Latin America Economics Weekly Brazil’s job market, Argentina’s bailout, Peru’s crisis The announcement that the US Treasury purchased Argentine peso assets has provided a boost to Argentina’s financial markets. It's unclear what the US will demand in exchange, but it could include the... 10th October 2025 · 5 mins read
India Economics Update Why the Bihar state election matters The state election in Bihar in November will be the first since the deterioration in relations between India and the US. Bihar also happens to be one of India’s most agrarian states. A strong... 7th October 2025 · 3 mins read
Emerging Europe Economics Update ANO victory = looser fiscal stance, hawkish CNB The victory for the populist eurosceptic ANO party in the Czech parliamentary election over the weekend will likely result in looser fiscal policy, which will support GDP growth and cement the central... 6th October 2025 · 3 mins read
Emerging Europe Economics Weekly Czech election nears, awaiting a fiscal impulse The Czech parliamentary election kicks off today, with opposition populist party ANO set to gain the most number of seats. Depending on its actual vote share, the only way it may be able to form a... 3rd October 2025 · 7 mins read
Latin America Economics Update Brazil: election could derail recent fiscal progress Brazil’s government has brought its primary budget more or less back into balance over the past year, which has helped to improve investor confidence and drive a rally in Brazilian bonds. But... 2nd October 2025 · 5 mins read
Emerging Europe Economics Focus The macro implications of the Czech election The latest polling ahead of the Czech parliamentary election this weekend suggests that the right-wing populist opposition party, ANO, will gain the highest share of votes and may form a coalition... 1st October 2025 · 17 mins read
Latin America Economics Weekly Mexico jumps on the tariff bandwagon, Milei’s defeat Mexico's decision this week to impose tariffs on countries it doesn't have a free trade agreement with (notably China) was probably influenced by trade talks with the US, but it also supports the... 12th September 2025 · 6 mins read
Latin America Economics Weekly Rubio in Lat Am, Brazil slows, Buenos Aires votes Marco Rubio's trip to Latin America this week highlighted the US’s growing focus on the region - and particularly efforts to curb drug trafficking. The next thing to watch is Colombia's narcotics... 5th September 2025 · 9 mins read
Latin America Economics Update Can Bolivia’s next president solve the macro mess? Bolivians head to the polls on 17 th August with the economy at high risk of a currency crisis. Whatever the outcome, a large currency depreciation is looking likely before long. A win for one of the... 13th August 2025 · 5 mins read
