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Capital Economics

The leading macroeconomic research consultancy

Latin America Chart Book

Aims to give a monthly snapshot view of the Latin America economy in chart form.

Sample - Domestic demand offsets external weakness

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Articles
Brazil still strugglingWeaker Chinese demand starting to weigh on exportsFrom currency war to currency routInflation has further to fallMarkets pause for breathSigns of a return to “two-speed” growthA flying start, but can it last?Growth concerns to dominate in first half of 2012Better placed, but not immuneGrowth slows in the “big two”
Markets take another poundingMarket rout focuses attention on risks to growthInterest rates close to peakingMarkets continue to struggleDomestic demand drives decent Q1 growthRising inflation pushes 'currency wars' to the backburnerCommodity price spike adds fuel to the inflation firePolicymakers tighten the screwInflation concerns refuse to fadeGrowth to stay strong in 2011 but imbalances will widen
Not in a bubble... yetCapital controls back on the agendaRunning into global headwindsOn course for a weaker 2011Data starting to soften but recovery still on trackMarkets hammered by flight to safetyDivergences in the inflation outlook open upBrazil continues to lead the wayMarkets rattled by concerns over the global recoveryInflation remains benign despite clear signs of recovery
Divisions in growth outlook come to the foreStill some upside left for financial marketsInflation still falling despite signs of recoveryThe rocky road to recoveryRates on hold, for nowRecovery set to disappointLatin America slides into recessionIndustrial production and exports continue to fallThe economic boom comes to an end