Latin America Economics Focus

Counting the cost of crime in Latin America

Growing public concerns about high crime levels and the apparent success of El Salvador in reducing levels of violence are making law and order a key issue in Latin America’s busy electoral calendar...

16th September 2025 · 17 mins read

Latin America Economics Weekly

Mexico jumps on the tariff bandwagon, Milei’s defeat

Mexico's decision this week to impose tariffs on countries it doesn't have a free trade agreement with (notably China) was probably influenced by trade talks with the US, but it also supports the...

12th September 2025 · 6 mins read

Latin America Economic Outlook

Slowdown sets the stage for dovish surprises

We expect growth in Latin America to slow next year – in contrast to the consensus and IMF view for growth to stabilise or even pick up in 2026. While the impact of US import tariffs will generally be...

10th September 2025 · 21 mins read

Latin America Economics Weekly

Rubio in Lat Am, Brazil slows, Buenos Aires votes

Marco Rubio's trip to Latin America this week highlighted the US’s growing focus on the region - and particularly efforts to curb drug trafficking. The next thing to watch is Colombia's narcotics...

5th September 2025 · 9 mins read

Latin America Economics Weekly

Milei on shakier ground, Brazil’s slowdown

The decision by the Argentinian government to support the peso by raising required reserve ratios for banks highlights a point we’ve been making for a while – that the Milei administration is firmly...

29th August 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Aug. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in many parts of the region, and Brazil in particular, slowed in Q2...

26th August 2025 · 1 min read

Latin America Economics Weekly

Latin America Weekly: Worsening current account positions, Bolivia’s election

One theme to emerge from the recently-released GDP figures is that domestic demand is increasingly leaking into imports, which will cause current account positions to worsen. External positions still...

22nd August 2025 · 5 mins read

Latin America Economics Update

LatAm debt risks easing, but still some pockets of concern

Sovereign debt risks across Latin America have eased in the past year or so but there are still important nuances at a country level. Public finance risks in Brazil and Colombia are most concerning...

19th August 2025 · 3 mins read

Emerging Markets Economics Chart Pack

Emerging Markets Chart Pack (Aug. 2025)

Our View: The Q2 GDP figures out so far point to robust growth across much of the emerging world, but we think growth will soften over the second half of the year. While growth across much of Asia...

14th August 2025 · 1 min read

Emerging Markets Financial Risk Monitor

EM Financial Risk Monitor (Jul. 2025)

Most EM currencies have strengthened against the dollar in recent months. Limited external vulnerabilities – our aggregate EM currency crisis risk indicator remains near multi-decade lows – have...

31st July 2025 · 1 min read

Latin America Chart Pack

Latin America Chart Pack (Jul. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. President Trump’s tariff threats this month put Latin America in the firing line...

29th July 2025 · 1 min read

Emerging Markets Economics Focus

Will Turkey & Argentina’s exchange rate policies backfire?

The use of the exchange rate as a nominal anchor for prices – as is currently the case in Turkey and Argentina – has a broadly successful track record in bringing down inflation in the emerging world...

28th July 2025 · 13 mins read

Latin America Economics Update

Argentina: a bumpy path to macro stability ahead

The tension inherent in the Milei administration’s goals of using a strong exchange rate to lower inflation while trying to improve Argentina’s external balance sheet is becoming increasingly apparent...

16th July 2025 · 3 mins read

Latin America Economics Weekly

Latin America Weekly: US-Mexico trade, Argentina’s rebalancing

Timely trade figures out of Mexico this week show that, even though its producers appear to be struggling to make goods USMCA compliant, exports held up reasonably well last month. And leading...

27th June 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Jun. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Mexico has weathered the US’s shift toward protectionism better than many feared...

17th June 2025 · 1 min read