Latin America Economics Update The macro implications of Lat Am’s shift to the right The political shift to the right in Latin America is likely to lead to a stronger geopolitical alignment with the US and economic policies that reduce country risk premia. Economic reforms may allow... 29th July 2026 · 5 mins read
Latin America Economics Weekly Argentine joy, oil price jump, Brazil tariffs The US's announcement of a 25% Section 301 US import tariff on Brazil made a splash this week, but the macroeconomic effect is likely to limited. Meanwhile, the renewed rise in oil prices would - if... 17th July 2026 · 5 mins read
Latin America Economics Weekly Mixed news on inflation, Argentina’s debt repayment The larger-than-expected rise in inflation in the Andes in June is likely to pave the way for an interest rate hike in Peru while increasing the chances of Colombia’s central bank continuing its... 10th July 2026 · 5 mins read
Latin America Economics Update Argentina’s rebalancing: progress, but more to be done Argentina’s rebalancing process has entered a more challenging phase and the government now faces the tricky trade-off between maintaining a strong exchange rate to bring down inflation or loosening... 9th July 2026 · 4 mins read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
Latin America Economic Outlook Diverging rate paths Latin America has been resilient to the energy shock but other headwinds are likely to hold back regional growth to around 2% over the coming years, making it the worst-performing EM region. The... 18th June 2026 · 21 mins read
Latin America Chart Pack Latin America Chart Pack (May 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. High energy prices have given a boost to terms of trade in many Latin American... 27th May 2026 · 1 min read
Latin America Economics Update Argentina: Vaca Muerta fuels energy turnaround The surge in shale oil and gas production in the Vaca Muerta field over the past few years has turned Argentina from a net energy importer into an exporter, meaning that – unlike during previous... 22nd April 2026 · 4 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Many major Latin American economies have received a terms-of-trade boost from the... 16th April 2026 · 1 min read
Latin America Economics Update High energy prices a double-edged sword Latin America as a whole is a net beneficiary from higher energy prices, but the terms of trade boost is limited (or in Mexico’s case more than offset) by a lack of domestic refining capacity. The... 13th April 2026 · 5 mins read
Latin America Economics Weekly Copom cuts, Venezuelan oil to the rescue? Brazil's central bank kicked off its easing cycle this week and, given how high real interest rates are, we think that it's one of the few EMs that has room to loosen policy further even if global... 20th March 2026 · 7 mins read
Latin America Economics Weekly Terms of trade boost, Copom: 25bp vs 50bp As net energy exporters, most major Latin American economies benefit on net from the renewed leg up in oil prices. As thing stand, we don't think the inflationary impact will stop Brazil's central... 13th March 2026 · 7 mins read
Latin America Economics Update LatAm: net beneficiaries from the energy price shock Major Latin American economies are seen as potential beneficiaries of higher energy prices, reflecting in large part their stronger net energy export positions. This Update summarises the key... 12th March 2026 · 4 mins read
Latin America Economics Weekly What the war in Iran means for Latin America Most major Latin American economies will see a terms-of-trade boost from the surge in energy prices due to the war in Iran. Most of the windfall will be saved, providing relief to fragile public... 6th March 2026 · 5 mins read
Event LatAm Drop-In: Iran conflict and the implications for Latin America 11th March 2026, 3:00PM GMT How will the surge in energy prices affect Latin American economies – and how might the region’s central banks respond?
Emerging Markets Economics Update EM budget deficits on diverging paths Fiscal tightening has helped to narrow budget deficits markedly in a number of EMs, notably Argentina, South Africa and Turkey. But elsewhere adjustment has been limited – particularly in Brazil. And... 25th February 2026 · 3 mins read
