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

Emerging Markets Economics Update

EM fiscal risks - a story of growing country differences

EM sovereign debt risks remain much higher than in the pre-pandemic period. There are positive stories of declining risk in those EMs undergoing reforms (e.g. Argentina) and low fiscal risks in the...

12th June 2025 · 6 mins read

Latin America Economic Outlook

Latin America Outlook: US protectionism just one of many challenges

Mexico has emerged from the US’s shift to protectionism better than was feared a few months ago. But the economy will still struggle to eke out any growth this year. And while the rest of the region...

12th June 2025 · 21 mins read

Latin America Economics Weekly

Latin America Weekly: Mexico’s judicial election, Argentina’s bond sale

Mexicans head to the polls on Sunday to elect almost 900 federal judicial positions and thousands of positions at the local level in a major overhaul of the country's judiciary that has raised...

30th May 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (May 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. We doubt that the region’s strong start to the year will be sustained given the...

27th May 2025 · 1 min read

Latin America Economics Weekly

Latin America Weekly: Brazil’s robust Q1, Milei’s victory, Panama protests

Data out of Brazil next week are likely to show that the economy rebounded in Q1 and inflation rose in the first half of May, supporting the case for the central bank to deliver one final rate hike in...

23rd May 2025 · 5 mins read