Filtered by Subscriptions: Latin America Economics Use setting Latin America Economics
This report is only available as a PDF. Click to download. … INDECent proposal …
23rd July 2009
This report is only available as a PDF. Click to download. … Brazil: BCB cuts as expected, too soon to call the bottom …
The good news is that Latin America’s economy appears close to bottoming out, with a sustained recovery now possible by the turn of the year. The bad news is that the pace of recovery is likely to disappoint. A combination of weak global demand, depressed …
22nd July 2009
This report is only available as a PDF. Click to download. … Mexico: pause in easing cycle, rates to stay low …
17th July 2009
This report is only available as a PDF. Click to download. … Can Latin America escape the middle income trap? …
16th July 2009
While official data suggest that GDP grew by 2.6% y/y in Q1, our Argentina Activity Indicator suggests the economy actually contracted at an annual pace of 7.8%. We think GDP will shrink by 8% this year and will do no better than simply stagnate in 2010, …
14th July 2009
This report is only available as a PDF. Click to download. … Central Bank of Chile signals programme of QE …
10th July 2009
This report is only available as a PDF. Click to download. … Fiscal concerns to weigh on Mexican markets …
7th July 2009
Recent comments from policymakers suggest that, while growth concerns continue to dominate, interest rates are nearing their bottom. Accordingly, attention is starting to turn to when rates might be hiked once again. While Latin America is certainly much …
6th July 2009
This report is only available as a PDF. Click to download. … Can Latin America leave its inflation troubles behind? …
1st July 2009
This report is only available as a PDF. Click to download. … Can the inventory cycle rescue Brazil? …
30th June 2009
This report is only available as a PDF. Click to download. … Colombia: Robust GDP data suggest end to easing cycle. …
26th June 2009
This report is only available as a PDF. Click to download. … Argentina: pace of peso depreciation set to accelerate …
While Latin America is no longer in freefall, any evidence of ‘green shoots’ remains largely confined to Brazil and Chile and appear to owe much to a pick-up in commodity prices that is unlikely to be sustained. Elsewhere in the region, the data remain …
25th June 2009
This report is only available as a PDF. Click to download. … Is Brazil working its way to recovery? …
23rd June 2009
This report is only available as a PDF. Click to download. … Mexico: rates approaching bottom but set to stay low …
19th June 2009
This report is only available as a PDF. Click to download. … Official GDP data understate Argentina's vulnerabilities …
This report is only available as a PDF. Click to download. … Will Chile be next to adopt "quantitative easing"? …
17th June 2009
This report is only available as a PDF. Click to download. … Bovespa rally to run out of steam, for now …
16th June 2009
This report is only available as a PDF. Click to download. … Chilean experience shows fiscal stimulus is no panacea …
15th June 2009
This report is only available as a PDF. Click to download. … BCB surprises markets, but pace of cuts now likely to slow …
11th June 2009
This report is only available as a PDF. Click to download. … Outlook still gloomy despite signs of light …
10th June 2009
This report is only available as a PDF. Click to download. … Sustained recovery in Brazil still some way off …
9th June 2009
This report is only available as a PDF. Click to download. … Risk appetite to fade as recovery disappoints …
8th June 2009
While Latin America’s economy is no longer in freefall, growth concerns continue to dominate policymakers’ agenda. Accordingly, further cuts in interest rates look inevitable. We are sticking to our long-held view that rates will eventually hit record …
5th June 2009
The decision of Venezuela’s President Hugo Chavez to nationalise more than 60 firms last month, including a Spanish bank, is a clear response to the effect that the collapse of oil prices has had on fiscal revenues. The government believes this strategy …
4th June 2009
This report is only available as a PDF. Click to download. … Colombian rates still on track for 4%. …
1st June 2009
Q1 GDP data released so far confirm that Latin America is sliding into recession. Chile, Peru and Mexico all posted sharp falls in output compared with the final quarter of last year. Admittedly, there have been some signs of green shoots more recently. …
28th May 2009
This report is only available as a PDF. Click to download. … Mexico's GDP: awful, just awful …
21st May 2009
This report is only available as a PDF. Click to download. … Venezuela's economy on the brink of recession …
20th May 2009
This report is only available as a PDF. Click to download. … Chile slides into deep recession …
18th May 2009
This report is only available as a PDF. Click to download. … Mexico cuts rates despite pick-up in inflation …
15th May 2009
Despite welcome signs that the Latin American economy is no longer in free-fall, growth concerns continue to dominate the agenda of policymakers. Accordingly, we expect further interest rate cuts to record lows by the end of the year, albeit at a slower …
12th May 2009
While there are some welcome signs that the Latin American economy is no longer in free fall, a lasting return to positive growth remains some way off. And with investors apparently pricing in a strong and swift recovery, financial markets across the …
11th May 2009
This report is only available as a PDF. Click to download. … Growth concerns continue to outweigh inflation fears …
8th May 2009
This report is only available as a PDF. Click to download. … Severe drought worsens outlook for Argentina …
7th May 2009
Latin America’s GDP looks set to contract by 4% this year due to the collapse of commodity prices in 2008, low risk appetite and the sharp fall in demand for Latin American exports. There have been some signs that global conditions are recovering, or at …
This report is only available as a PDF. Click to download. … Mexico facing deep recession – regardless of swine flu …
6th May 2009
This report is only available as a PDF. Click to download. … Rates in Colombia fall to 6% but future cuts pace likely to slow …
1st May 2009
This report is only available as a PDF. Click to download. … Falling inflation to pave the way for further cuts in Brazil …
30th April 2009
Latin America continues to slide into recession. Although the pace of decline of most economies in the region has eased, talk of recovery is premature. Indeed, exports and industrial production remain significantly below last year’s levels. In turn, the …
29th April 2009
This report is only available as a PDF. Click to download. … What does swine flu mean for Mexico? …
28th April 2009
This report is only available as a PDF. Click to download. … IMF approves Mexico’s FCL – who’s next in line? …
24th April 2009
This report is only available as a PDF. Click to download. … BANIXCO surprises the markets, rates heading for 4% …
17th April 2009
This report is only available as a PDF. Click to download. … Peru: Horrific GDP figures signal deep recession …
15th April 2009
This report is only available as a PDF. Click to download. … Inflation to fall to record lows …
9th April 2009
This report is only available as a PDF. Click to download. … What does the London Summit mean for Latin America? …
2nd April 2009
Emerging markets as a whole are likely to outperform the developed world by a wide margin over the next couple of years but Emerging Europe is still facing a twin speed recovery. While some economies will impress, others will be held back by the legacy of …
This report is only available as a PDF. Click to download. … Can China rescue Latin America? …
30th March 2009
This report is only available as a PDF. Click to download. … Colombia heading for recession …
27th March 2009
