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
Latin America Economics Update Elevated metals prices to support Andes’ terms of trade We think metals prices will fall back from current high levels, which will weigh on Latin American currencies. But prices will remain high by historical standards, which should keep external positions... 25th February 2026 · 4 mins read
Latin America Chart Pack Latin America Chart Pack (Feb. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Despite a modest acceleration last quarter, aggregate Latin America growth was... 18th February 2026 · 1 min read
Latin America Economics Weekly Currency boost, rate meetings, Costa Rica votes Latin American economies stand out as potential beneficiaries of the fall in the dollar this week. A the margin, it will help to bring down inflation and may make central banks more confident about... 30th January 2026 · 6 mins read
Emerging Markets Financial Risk Monitor EM Financial Risk Monitor (Jan. 2026) Our proprietary EM financial risk indicators show that vulnerabilities are becoming increasingly isolated, with the number of countries at “high risk” of a crisis now at multi-year lows. Sovereign... 29th January 2026 · 1 min read
Latin America Chart Pack Latin America Chart Pack (Jan. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Sluggish growth and target-bound inflation should give central banks room to... 20th January 2026 · 1 min read
