Latin America Economics Weekly

Argentina’s credit risk, regional slowdown, Brazil votes

The rise in Argentina’s country risk premium continued this week and seems to reflect concerns about Milei’s re-election prospects next year. The country’s recent history provides reasons to think...

23rd October 2026 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (October 2026)

Growth in the region appears to have weakened sharply in Q3 and, if anything, the risks to our below-consensus forecasts may now lie to the downside. High inflation across the region limits the extent...

20th October 2026 · 1 min read

Latin America Chart Pack

Latin America Chart Pack (September 2026)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The recent soft batch of activity data across many parts of Latin America is...

29th September 2026 · 1 min read

Latin America Economics Weekly

Central banks diverge, Milei bets on taming inflation

The Brazilian central bank’s statement at this week’s meeting left the door open for further interest rate cuts and, taken together with the worsening growth outlook, we’ve pencilled in a 25bp...

18th September 2026 · 5 mins read

Latin America Economic Outlook

Stuck in the slow lane

Tight fiscal stances, deteriorating terms of trade and weakening labour markets mean that Latin American economies will continue to struggle and we think regional growth will come in below 2% in the...

10th September 2026 · 21 mins read

Latin America Chart Pack

Latin America Chart Pack (August 2026)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in Latin America last quarter was a mixed bag, with Colombia the region’s...

26th August 2026 · 1 min read

Latin America Economics Update

Argentina’s uneven growth to persist

Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening...

25th August 2026 · 4 mins read

Latin America Economics Weekly

Colombia’s outperformance, Banxico’s divide

This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced...

21st August 2026 · 5 mins read

Latin America Economics Weekly

What next for BanRep?, Argentina’s China ties

One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the...

7th August 2026 · 5 mins read

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