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

Latin America Economics Weekly

Colombia’s rate hike risks, Copom, Kast’s victory

While our base case is that Colombia's central bank will leave its policy rate unchanged at its meeting later today, the further deterioration in the fiscal picture and the prospects of a large...

19th December 2025 · 6 mins read

Latin America Economics Update

Argentina’s FX shift will still leave the peso overvalued

The announcement by Argentina’s central bank that it will widen the peso’s trading bands is a step in the right direction, but it won’t be enough to bring the peso closer to its fair value. With the...

16th December 2025 · 3 mins read

Latin America Chart Pack

Latin America Chart Pack (Dec. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Regional GDP growth will slow next year, which combined with softer inflation...

15th December 2025 · 1 min read

Latin America Economics Weekly

Brazil’s consumer slowdown, the “Trump Corollary”

GDP data from Brazil released this week showed that the economy slowed in Q3 - a trend we expect to continue into 2026. While the Selic rate is all but certain to be left on hold on Wednesday, the...

5th December 2025 · 7 mins read

Latin America Economic Outlook

Electoral forks in the road

Latin America’s GDP growth is likely to slow a little in 2026 and, with inflation softening, monetary easing is likely to continue. The scale of rate cuts will vary across countries, with a large...

4th December 2025 · 23 mins read

Latin America Chart Pack

Latin America Chart Pack (Nov. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Aggregate Latin American growth slowed in Q3 and we doubt that there will be a...

20th November 2025 · 1 min read

Latin America Economics Weekly

Investors cheer Milei’s win, Brazil’s soybeans

The strong showing for Milei's LLA party in Argentina's mid-term elections last Sunday has led to a sharp improvement in sentiment and should ease pressure on the peso in the near-term. But the risk...

31st October 2025 · 7 mins read

Emerging Markets Financial Risk Monitor

EM Financial Risk Monitor (Oct. 2025)

EM financial markets have continued to perform well in the past quarter, with currencies holding firm against the US dollar and sovereign bond spreads narrowing in many places. This has been supported...

29th October 2025 · 1 min read

Latin America Chart Pack

Latin America Chart Pack (Oct. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin American economies fared poorly in Q3 and we think that headwinds ranging...

28th October 2025 · 1 min read

Latin America Economics Update

Answering your questions on Argentina’s mid-terms

The larger-than-expected victory for Argentina’s President Milei in Sunday’s mid-term elections has sparked a rally in Argentinian financial markets. Our initial response to the election can be found...

27th October 2025 · 5 mins read

Latin America Rapid Response

Argentina Mid-Term Elections (October 2025)

The strong showing for President Milei’s La Libertad Avanza (LLA) party is not only an endorsement of his reform agenda but will also substantially increase the LLA’s representation in congress, which...

27th October 2025 · 2 mins read

Latin America Economics Weekly

All eyes on Argentina’s election, Mexico’s weak economy

Argentines head to the polls on Sunday in crucial mid-term elections that will determine the future of President Milei's stabilisation programme. A poor showing for his La Libertad Avanza party would...

24th October 2025 · 8 mins read

Latin America Economics Weekly

Argentina’s high-stake election, BRL under pressure

Comments from US President Trump this week suggest the financial support for Argentina will be contingent on Milei doing well in the mid-terms later this month. A strong showing for Milei's party...

17th October 2025 · 5 mins read