Latin America Rapid Response Brazil IPCA (Jul. 2026) The drop in Brazilian inflation in July, to 4.4% y/y, leaves the door open for the central bank to continue its easing cycle with a 25bp cut at its next meeting in September. 11th August 2026 · 2 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Aug. 2026) Mexico’s central bank (Banxico) kept its policy interest rate on hold at 6.50% at today’s meeting and the overall communications were only marginally more hawkish than in June. 6th August 2026 · 2 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Aug. 2026) Brazil’s central bank (BCB) lowered interest rates by another 25bp today, to 14.00%, but the communications provided a fairly hawkish message on inflation and a signal that the door for further easing... 5th August 2026 · 2 mins read
Latin America Rapid Response Mexico GDP (Q2 2026 Provisional) The larger-than-expected 1.5% q/q expansion in Mexico’s GDP partly reflected a recovery after Q1’s fall, and it won’t change the outcome of next week’s central bank meeting (a hold at 6.50% is all but... 30th July 2026 · 2 mins read
Latin America Rapid Response Brazil IPCA-15 (Jul. 2026) The drop in mid-month inflation in Brazil in July, to 4.5% y/y, is likely to provide scope for the central bank to deliver another 25bp interest rate cut at next week’s meeting, taking the Selic rate... 28th July 2026 · 2 mins read
Latin America Rapid Response Brazil IPCA (June 2026) The small fall in Brazilian inflation to 4.6% y/y in June means that another 25bp interest rate cut at Copom’s August meeting is still in play. 10th July 2026 · 2 mins read
Latin America Rapid Response Mexico Consumer Prices (June 2026) The larger-than-expected fall in Mexican inflation, to 3.4% y/y in June, will be welcomed by Banxico and means that interest rates will remain on hold in the near term. That said, we think June... 9th July 2026 · 2 mins read
Latin America Rapid Response Colombia Interest Rate Announcement (June 2026) 30th June 2026 · 2 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Jun. 2026) 25th June 2026 · 1 min read
Latin America Rapid Response Mexico Bi-Weekly CPI (Jun. 2026) The larger-than-expected fall in Mexican inflation, to 3.6% y/y in the first half of June will further ease any pressure on Banxico to raise interest rates in the near term. And the statement at... 24th June 2026 · 2 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Jun. 2026) Brazil’s central bank cut interest rates by another 25bp today, to 14.25%, and the accompanying statement appears to leave the door open to further rate cuts. 17th June 2026 · 2 mins read
Latin America Rapid Response Brazil IPCA (May 2026) The rise in Brazilian inflation to 4.7% y/y in May keeps next week’s Copom meeting finely balanced between a hold and a 25bp cut. On balance, we think that the former is more likely. 12th June 2026 · 2 mins read
Latin America Rapid Response Mexico Consumer Prices (May 2026) The larger-than-expected fall in Mexican inflation, to 3.9% y/y in May, will be welcomed by Banxico and means that the policy rate is likely to remain at 6.50% in the foreseeable future. 9th June 2026 · 2 mins read
Latin America Rapid Response Brazil GDP (Q1 2026) The acceleration in GDP growth in Brazil, to an above-consensus 1.1% q/q in Q1, comes alongside a further increase in inflation and a continued strong labour market at the start of the year, and is... 29th May 2026 · 2 mins read
Latin America Rapid Response Chile GDP (Q1 2026) Chile’s economy contracted by a larger-than-expected 0.3% q/q in Q1, but the central bank will be more worried about rising inflation. And while our base case is that the policy rate will remain on... 18th May 2026 · 2 mins read
Latin America Rapid Response Colombia GDP (Q1 2026) The 0.6% q/q rebound in Colombian GDP in the first quarter – and particularly strong growth in consumer spending – adds to reasons to think that the central bank will opt for at least one more... 15th May 2026 · 2 mins read