Global Economics Focus How deeply is AI taking hold in the economy? AI-related spending is giving a significant boost to aggregate demand and GDP growth in some countries. The biggest beneficiaries so far are the US, where the bulk of the spending is occurring, and... 20th March 2026 · 29 mins read
Latin America Economics Focus Brazil’s pension problem rears its head again There’s a growing acknowledgement that Brazil’s 2019 pension reform didn’t go far enough to ease fiscal pressures from the social security system. Indeed, Brazil is likely to see one of the largest... 19th February 2026 · 13 mins read
Global Economics Focus US still tops AI index, but China surges up the rankings We have updated our proprietary AI Economic Impact Index, which ranks major economies according to their ability to realise the long-run benefits of AI. The US still leads. The Asian tigers and UK... 17th February 2026 · 16 mins read
Latin America Economics Focus Will Lula go on a pre-election spending spree? The balance of probabilities is tilted towards Brazil avoiding major additional pre-election fiscal loosening (and the resulting backlash in financial markets). As a result, we think the Selic rate... 4th February 2026 · 14 mins read
Global Economics Focus The Shape of the Fractured World in 2026 Donald Trump’s tariff policies and his aggressive foreign policy approach are straining relationships with traditional US allies. One consequence that is apparent in our Global Fracturing Dashboard is... 12th January 2026 · 2 mins read
Latin America Economics Focus Can Brazil become a major rare earths player? Brazil has the second largest rare earth deposits on the planet but negligible production. Interest in rare earth mining in Brazil has surged in the past couple of years, although it will take time... 10th November 2025 · 14 mins read
Latin America Economics Focus Will Sheinbaum turn Pemex around? President Sheinbaum’s approach to tackling the woes of state oil company Pemex are, encouragingly, more comprehensive than those of her predecessor Amlo. But it seems unlikely that the government will... 30th September 2025 · 13 mins read
Latin America Economics Focus Counting the cost of crime in Latin America Growing public concerns about high crime levels and the apparent success of El Salvador in reducing levels of violence are making law and order a key issue in Latin America’s busy electoral calendar... 16th September 2025 · 17 mins read
Global Economics Focus Fracturing in the Age of Trump The global geopolitical map could have been redrawn by the end of Donald Trump’s second term. Some form of rapprochement between the US and China is conceivable in the next few years, as is a... 2nd September 2025 · 38 mins read
Emerging Markets Economics Focus Will Turkey & Argentina’s exchange rate policies backfire? The use of the exchange rate as a nominal anchor for prices – as is currently the case in Turkey and Argentina – has a broadly successful track record in bringing down inflation in the emerging world... 28th July 2025 · 13 mins read
Latin America Economics Focus The Trump-Petro rift and the risks for Colombia Colombia’s shift from being a staunch US ally to embracing China has been one of the starkest geopolitical moves of the last few years. This may put Colombia into President Trump’s crosshairs for... 7th July 2025 · 9 mins read
Europe Economics Focus Europe in a changing world Europe is being buffeted by geopolitical and geoeconomic shifts but, like all things in Europe, the subsequent changes are likely to be slow and deliberate. Europe will “derisk” from China in... 30th May 2025 · 23 mins read
Latin America Economics Focus Will Argentina finally fulfil its potential? The impressive progress made by Argentina’s President Javier Milei towards restoring macro stability should set the scene for stronger and less volatile growth than in the past 10-15 years. But we... 15th May 2025 · 15 mins read
Global Economics Focus The Mar-a-Lago Accord: cutting through the chatter It is becoming clear that President Trump’s actions are driven by both his fixation on reducing the US trade deficit and his transactional approach to dealing with other countries. So, even though the... 25th March 2025 · 25 mins read
Latin America Economics Focus Mapping China’s presence in Latin America China’s presence in Latin America is increasingly seen as a strategic threat by the US. This Focus uses interactive charts to map out economic, financial and institutional linkages between China and... 19th March 2025 · 3 mins read
Event EM Drop-In: Is Argentina's economy back? And what just happened in Turkey? 19th March 2025, 3:00PM GMT Argentina's President Javier Milei has made impressive progress in turning the economy around, but the key question now is whether these achievements can be sustained.
