Latin America Economics Update IMF & Argentina: a historical guide to restoring confidence History suggests that for an IMF deal to restore market confidence, a credible shift towards policy tightening which delivers positive economic results, alongside favourable external conditions, is... 23rd March 2022 · 5 mins read
Latin America Economics Weekly Fed tightening and the fallout for Latin America The US Fed's tightening cycle is unlikely to be a major concern for much of Latin America, although Chile's large current account deficit may become a growing vulnerability. The Fed’s move may also... 18th March 2022 · 7 mins read
Latin America Economics Update Why Argentina’s IMF deal is on shaky ground Argentina’s government reached a fresh IMF deal which, assuming it passes through Congress, will lead to a gradual shift towards more market-friendly policies. However, many of the economic... 8th March 2022 · 5 mins read
Latin America Economics Weekly Surging commodity prices & Argentine subsidies The recent surge in commodity prices has given a boost to most Latin American currencies and it is generally seen as good news for the region. But not all economies will benefit. Chile's external... 4th March 2022 · 6 mins read
Latin America Economics Weekly Russia-Ukraine crisis & Latin America The main economic fallout of the Russia-Ukraine crisis on Latin America will come via higher commodity prices, with oil and grains producers set to benefit. But it will also cause inflation to trend... 25th February 2022 · 6 mins read
Latin America Chart Pack Fresh headwinds appear The easing of Omicron waves, and loosening of restrictions, across Latin America will have given a lift to recoveries in recent weeks, but the fallout from the Russia-Ukraine crisis presents a fresh... 24th February 2022 · 16 mins read
Latin America Economics Focus A closer look at current account risks in Lat Am We expect that falls in commodity prices will cause current account positions to worsen across the region this year. While external positions will remain secure in most major Latin American economies... 4th February 2022 · 13 mins read
Latin America Economics Weekly Unpacking Argentina’s IMF agreement The Argentine government’s agreement with the IMF for a new $44.5bn deal is a positive step to improve macroeconomic stability. But, at first glance, the deal seems to be based on rosy economic... 28th January 2022 · 6 mins read
Latin America Economics Update Argentina agrees to new IMF deal The announcement by Argentine President Fernández that the government has reached a new agreement with the IMF, the 22nd in their history, will give some relief to international bondholders in the... 28th January 2022 · 3 mins read
Latin America Chart Pack Some good news on the political front Political risk will be a major theme once again in Latin America this year, although recent developments have given cause for cautious optimism. Chilean President-elect Boric’s appointment of Mario... 25th January 2022 · 11 mins read
Latin America Economic Outlook Falling to the back of the pack The regional recovery will lag further behind others in the emerging world in the coming years. The Omicron-led surge in virus cases presents a risk to growth in the near term, but we suspect that the... 20th January 2022 · 25 mins read
Emerging Markets Economics Chart Pack Omicron sweeps across the emerging world The Omicron variant of COVID-19 is causing new virus cases to surge in the emerging world. Many EMs are reporting record daily cases or that new infections are rising sharply. South Africa’s... 14th January 2022 · 10 mins read
Latin America Economics Update Argentina & the IMF: deal or no deal? Although the Argentine government and the IMF do not fully see eye-to-eye, there have been signs of progress in negotiations and we think it’s most likely that they will sign a fresh agreement within... 12th January 2022 · 4 mins read
Latin America Economics Update Latin America: five key calls for 2022 We think that Latin American GDP growth will slow by more than most expect in 2022, while inflation will also drop more a bit more quickly than the consensus anticipates. This feeds into our... 10th January 2022 · 4 mins read
Latin America Chart Pack Omicron may hinder already weakening recoveries Recoveries across Latin America have lost momentum in Q4 even though, unlike in other regions such as Europe, new COVID-19 cases generally remain low and containment measures are still light-touch at... 22nd December 2021 · 14 mins read
Latin America Economics Weekly 2021 in review For the last Weekly of the year we look back at some our key 2021 forecasts. Our biggest wins were predicting that Brazil’s government would effectively cast aside its spending cap and that Colombia... 17th December 2021 · 5 mins read
