Filtered by Subscriptions: Latin America Economics Use setting Latin America Economics
This report is only available as a PDF. Click to download. … Colombia: Dollar purchases unlikely to stem peso’s rise for now …
26th October 2009
This report is only available as a PDF. Click to download. … Mexico: Fiscal concerns set to build …
22nd October 2009
This report is only available as a PDF. Click to download. … Tax changes unlikely to deter inflows to Brazil …
20th October 2009
A combination of a strong recovery in the US and Asia, the recent pick-up in commodity prices and the resumption of capital inflows should ensure that Latin America’s economy expands at a healthy clip over the next six to nine months. But after an initial …
This report is only available as a PDF. Click to download. … Brazil: Consumer recovery remains strong, for now …
15th October 2009
With the economic recovery in Latin America now underway, the majority of Central Banks in the region are in ‘wait and see’ mode as the effects of huge rate cuts earlier this year pass through the economy. While most economies should continue to register …
14th October 2009
This report is only available as a PDF. Click to download. … Chile: Copper prices to weigh on recovery …
9th October 2009
This report is only available as a PDF. Click to download. … Is Brazilian inflation nearing its trough? …
8th October 2009
This report is only available as a PDF. Click to download. … Further upside to regional currencies looks limited …
7th October 2009
This report is only available as a PDF. Click to download. … Rio 2016: Gold medal or wooden spoon? …
5th October 2009
This report is only available as a PDF. Click to download. … Brazil’s recovery remains on track …
2nd October 2009
Concerns that super-loose monetary policy in the West will fuel a bubble in emerging market assets are beginning to mount. While we believe that capital flows to Latin America will ease over the course of 2010 as commodity prices fall back, history shows …
There are continued signs of recovery in Latin America’s economy. Brazilian GDP expanded by a seasonally-adjusted 1.9% q/q in Q2, while more timely data suggest that Mexico and Chile returned to positive growth in Q3. But with all economies in the region …
30th September 2009
This report is only available as a PDF. Click to download. … Venezuela debt auction only a temporary reprieve …
29th September 2009
This report is only available as a PDF. Click to download. … Colombia: Rate cut takes the market by surprise …
28th September 2009
This report is only available as a PDF. Click to download. … Brazil: A credit driven recovery? …
22nd September 2009
This report is only available as a PDF. Click to download. … Argentina: outlook improving, but fiscal risks remain …
21st September 2009
With policymakers throughout the region now signalling that rates have troughed, attention has turned to the timing of rate hikes in 2010. We have revised up our growth forecasts for next year, but with growth still set to remain below potential there are …
18th September 2009
This report is only available as a PDF. Click to download. … What next for Latin America equities? …
16th September 2009
An alternative measure of Argentine inflation constructed from provincial level data suggests that inflation is actually running at around 11%, well above the current official INDEC figure of 5.9%. … What’s really happening to Argentine …
15th September 2009
This report is only available as a PDF. Click to download. … Interest rates on hold until Q4 2010 …
14th September 2009
This report is only available as a PDF. Click to download. … Brazil: Policy stimulus drives a return to positive growth …
11th September 2009
This report is only available as a PDF. Click to download. … Mexico: Draft budget a start, but more work needed …
9th September 2009
This report is only available as a PDF. Click to download. … Growth revised up but commodities weigh on outlook …
This report is only available as a PDF. Click to download. … Can Latin America keep its G20 promise? …
7th September 2009
This report is only available as a PDF. Click to download. … Peru: Set for a brief period of deflation …
2nd September 2009
This report is only available as a PDF. Click to download. … Is Brazil set to become a commodity super-power? …
1st September 2009
Although there is mounting evidence that some economies in the region – notably Brazil – have returned to positive growth, others remain mired in recession. Mexico and Chile contracted once again in Q2, albeit at a slower pace than in Q1. While the region …
27th August 2009
This report is only available as a PDF. Click to download. … Is Venezuela on the brink of devaluation? …
25th August 2009
This report is only available as a PDF. Click to download. … Argentine debt swap unlikely to signal new IMF deal …
This report is only available as a PDF. Click to download. … Just how important are workers’ remittances? …
24th August 2009
This report is only available as a PDF. Click to download. … Mexico: Worst has passed but recovery to disappoint …
21st August 2009
This report is only available as a PDF. Click to download. … Brazil: Pulling out of recession... slowly …
20th August 2009
Following the last round of interest rate decisions, policymakers throughout Latin America signalled a pause in the easing cycle. We would not rule out further rate cuts later this year as the pace of recovery disappoints. But either way, the rate hikes …
19th August 2009
This report is only available as a PDF. Click to download. … Chile: pace of contraction eases but still mired in recession …
18th August 2009
This report is only available as a PDF. Click to download. … Markets too quick to price in rate hikes …
12th August 2009
This report is only available as a PDF. Click to download. … Peru: Rates set to remain at record lows …
7th August 2009
This report is only available as a PDF. Click to download. … Will commodities rescue Latin America? …
4th August 2009
The pace of decline in Latin America’s economy has eased, as the global environment has stabilised and monetary and fiscal stimuli gain traction. As a result, interest rates in Brazil, Mexico, Colombia and Chile now look to have troughed as the region’s …
29th July 2009
This report is only available as a PDF. Click to download. … Brazilian budget concerns set to grow …
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
