Filtered by Subscriptions: Latin America Economics Use setting Latin America Economics
This report is only available as a PDF. Click to download. … Argentina recovering but official data still too rosy …
21st June 2010
This report is only available as a PDF. Click to download. … Central Bank of Chile begins to tighten monetary policy …
16th June 2010
This report is only available as a PDF. Click to download. … Brazil: April’s dip in retail sales won’t stop BCB from hiking …
With the recovery well underway in most parts of Latin America the monetary tightening cycle has begun in some parts of the region. Policymakers in Brazil are in the midst of an aggressive tightening cycle as they front-load rate hikes in order to calm …
14th June 2010
This report is only available as a PDF. Click to download. … Peruvian rates edge up again …
11th June 2010
This report is only available as a PDF. Click to download. … Brazilian Central Bank still has more work to do …
10th June 2010
This report is only available as a PDF. Click to download. … New FX regime won’t solve Venezuela’s dollar drought …
9th June 2010
This report is only available as a PDF. Click to download. … Outlook for Chilean inflation is still fairly benign …
8th June 2010
This report is only available as a PDF. Click to download. … Q1 GDP does little to quell overheating concerns in Brazil …
This report is only available as a PDF. Click to download. … Surveys suggest Mexican industry grew at a decent pace in Q2 …
4th June 2010
This report is only available as a PDF. Click to download. … Brazilian industry slowing but further rate hikes on the way …
1st June 2010
This report is only available as a PDF. Click to download. … Central Bank of Chile paves the way for rate hikes …
This report is only available as a PDF. Click to download. … Sharp rebound in Chilean manufacturing …
28th May 2010
Financial markets across the region have been hammered by a flight to safety over the past month as concerns about fiscal sustainability in the euro-zone have reached fever pitch. Equities, currencies and bonds have all sold off, with Brazilian markets …
This report is only available as a PDF. Click to download. … The pain in Spain should stay contained …
27th May 2010
A clear divergence in the outlook for monetary policy across the region has opened up over the past month. Policymakers in Brazil have signalled that they will act aggressively to calm fears about overheating and rising inflation. Meanwhile, more moderate …
25th May 2010
We think that concerns that the possible election of Antanas Mockus as President of Colombia could spark a sell-off in the markets are overdone. While his unorthodox approach may cause some market turbulence in the short-term, Mr. Mockus has a good track …
21st May 2010
This report is only available as a PDF. Click to download. … Mexican economy contracts in Q1 …
20th May 2010
This report is only available as a PDF. Click to download. … Taking stock of the latest sell-off …
This report is only available as a PDF. Click to download. … Chile: Q1 GDP not as bad as it looks …
18th May 2010
Latin America has without doubt been one of the major beneficiaries of recent growth in China. But while exports to China have grown ten-fold over the past five years or so, this overstates the true extent to which the region has benefitted from China’s …
17th May 2010
This report is only available as a PDF. Click to download. … Chile: Rate hikes to be more gradual than the markets expect …
14th May 2010
This report is only available as a PDF. Click to download. … Venezuelan bolivar to be hit hard by falling oil prices …
13th May 2010
The economic resurgence in Latin America is likely to stay strong for a while yet. Brazil and Peru should remain the region’s best performers – we expect both to expand by 6% this year. Mexico, Chile and Colombia are all likely to grow at around 3-4%. …
10th May 2010
This report is only available as a PDF. Click to download. … Peru: Interest rate hikes to be gradual …
7th May 2010
This report is only available as a PDF. Click to download. … Brazil: Hawkish minutes point to aggressive rate hikes …
6th May 2010
This report is only available as a PDF. Click to download. … Colombian rates to remain on hold throughout 2010 …
4th May 2010
With growth prospects in Latin America starting to diverge, the outlook for inflation varies between countries. In Brazil, the rapid recovery from last year’s relatively shallow recession has caused a pick-up of inflation. Meanwhile, supply constraints …
30th April 2010
This report is only available as a PDF. Click to download. … Brazil to front load rate hikes …
29th April 2010
This report is only available as a PDF. Click to download. … Drop in Chilean manufacturing is only half of the story …
28th April 2010
This report is only available as a PDF. Click to download. … Lower public debt levels have not eliminated fiscal risks …
23rd April 2010
This report is only available as a PDF. Click to download. … Mexico: retail sales rebound, but rates on hold until 2011 …
22nd April 2010
This report is only available as a PDF. Click to download. … The real deal? …
21st April 2010
This report is only available as a PDF. Click to download. … Details emerge of Chilean reconstruction effort …
19th April 2010
Interest rate hikes in the region are imminent. We think that a 50bps hike in Brazil this month is almost a done deal, with Peru is likely to follow suit in June. Meanwhile Colombia, and now Chile following the earthquake in February, may wait until Q3. …
16th April 2010
This report is only available as a PDF. Click to download. … BCRA Governor confirmed but bond swap delayed …
15th April 2010
This report is only available as a PDF. Click to download. … What next for the region’s currencies? …
13th April 2010
This report is only available as a PDF. Click to download. … Banks in good shape but credit growth slowing …
9th April 2010
This report is only available as a PDF. Click to download. … Inflation creeping up in Latin America, but for different reasons …
8th April 2010
This report is only available as a PDF. Click to download. … Will Brazil’s election really be a benign affair? …
6th April 2010
Following the devastating earthquake in Chile on 27th February we have revisited our economic forecasts. But while activity in the hardest hit region of Bío-Bío has been heavily affected, we think that the overall impact on the economy should be small and …
1st April 2010
This report is only available as a PDF. Click to download. … PAC II unlikely to fully address Brazil’s investment needs …
29th March 2010
Brazil’s recovery continues to impress. GDP expanded by 2.0% q/q in the final quarter of last year and all the signs are that growth has remained strong in recent months. That said, concerns are building over the unbalanced nature of Brazil’s rebound and …
This report is only available as a PDF. Click to download. … Colombia on track to expand by 3% in 2010 …
25th March 2010
This report is only available as a PDF. Click to download. … Brazil sets the stage for an April rate hike …
This report is only available as a PDF. Click to download. … Argentina edges towards debt swap …
23rd March 2010
This report is only available as a PDF. Click to download. … Mexican consumers remain under pressure …
22nd March 2010
This report is only available as a PDF. Click to download. … Official data still overstating Argentine growth …
This report is only available as a PDF. Click to download. … Domestic demand continues to drive the Chilean recovery …
18th March 2010
Last night’s decision to keep Brazilian interest rates unchanged at 8.75% was in line with our forecast but against that of the consensus, which had expected a 50bps hike. Yet the debate over the timing of the first hike may be something of a sideshow. …
