Latin America Economics Update Currencies and equities to weather Fed hikes Latin America’s financial markets have largely shrugged off yesterday’s US interest rate hike, as well as upward revisions to Fed officials’ rate projections – currencies and dollar bonds have made... 15th December 2016 · 1 min read
Latin America Economics Update From bad to worse and beyond in Brazil Signs that Brazil’s economy was turning a corner around the middle of this year have been extinguished by a recent run of awful data and – more ominously – renewed political strife. There are still... 9th December 2016 · 1 min read
Latin America Economic Outlook Growth to return in 2017 After two years of falling output, Latin America’s economy finally looks set to return to growth next year. Brazil and Argentina should exit recessions, while the downturns in Colombia and Chile are... 7th December 2016 · 1 min read
Latin America Chart Pack Tide turning against Temer While the eyes of the world have been focused on the fallout from the US election, domestic political risks have resurfaced in Brazil. The latest controversy surrounds allegations that President Temer... 28th November 2016 · 1 min read
Emerging Markets Economics Chart Pack EM markets stabilise after post-Trump sell-off Financial markets across the emerging world have stabilised following an initial sell-off in the wake of Donald Trump’s victory in the US presidential election earlier this month. This partly reflects... 22nd November 2016 · 1 min read
Latin America Economics Update Tweaking – not slashing – our Mexico forecasts Donald Trump’s surprise victory in the US election has led to a rash of sizeable downgrades to growth forecasts for Mexico, including several predictions of a recession. But we think the impact over... 21st November 2016 · 1 min read
Latin America Chart Pack Lat Am central banks turning more dovish Central banks in several countries in Latin America are turning increasingly dovish. Policymakers in Brazil cut interest rates this month on the back of another drop in inflation and further (gradual)... 31st October 2016 · 1 min read
Latin America Economics Update Argentina: is Macri already a busted flush? The Argentine government’s recent upward revision to its 2017 budget deficit forecast has added to concerns that President Macri’s reform agenda is already starting to slow after less than a year in... 19th October 2016 · 1 min read
Latin America Economics Update Argentina: Q2 GDP data not as bad as they appear The bigger-than-expected drop in Argentine GDP in Q2 was alarming, but it was due largely to a slump in exports, which should be temporary. The pace of contraction in domestic demand eased and the... 23rd September 2016 · 1 min read
Latin America Economics Update New Argentine GDP data look plausible…but point to recession Argentina’s statistics office has finally released a new GDP series based on a revised methodology and the good news is that it seems to paint a more accurate picture of economic activity on the... 30th June 2016 · 1 min read
Latin America Economics Update 5 questions on Argentina’s return to the bond market Argentina’s government will today issue dollar-denominated bonds on the global capital market for the first time in over fifteen years. In this Update , we answer five key questions about the debt... 19th April 2016 · 1 min read
Latin America Economics Update Argentina ruling clears way for return to bond market The decision just announced by a US appeals court effectively clears the way for the Argentine government to return to international capital markets imminently. This isn’t the end of the road for the... 13th April 2016 · 1 min read
Latin America Economics Update New Argentine GDP data a step in the right direction 31st March 2016 · 1 min read
Latin America Economics Update Macri makes big strides in first 100 days but work still to do President Mauricio Macri’s first 100 days in office have seen an impressive range of measures to put Argentina’s fragile balance of payments position on a more sustainable footing. By any reasonable... 21st March 2016 · 1 min read
Latin America Economics Update Policymakers step in to defend currencies Policymakers in Mexico and Colombia this month responded to the sharp falls in their currencies by hiking interest rates and stepping up intervention in foreign exchange markets. These moves appear to... 25th February 2016 · 1 min read
Latin America Economics Update Argentina debt offer encouraging, but more work still to do Argentina’s debt proposal to US holdout creditors is an encouraging development, but there are still a number of hurdles to overcome in order for the government to return to global capital markets. 8th February 2016 · 1 min read