Latin America Chart Pack Mexico turning the corner The past month has brought signs that Mexico’s economy is finally turning the corner. latestdata suggest that the Mexican economy has turned the corner. GDP expanded by a seasonally-adjusted 1.0% q/q... 28th August 2014 · 1 min read
Latin America Economics Update No signs of contagion from Argentine debt saga The ongoing Argentine debt dispute continues to disrupt local markets, but so far there has been no contagion to the rest of the region. Equities have performed well so far in August, while it has... 26th August 2014 · 1 min read
Latin America Economics Update Economic damage of Argentine default growing With hopes of a swift resolution to the Argentine debt dispute fading, capital flight appears to be picking up. As a result, the damage to the real economy is likely to be greater than we had... 22nd August 2014 · 1 min read
Latin America Economics Update Argentine bond swap dashes hopes of a quick end to debt dispute The Argentine government’s plan to swap exchange bonds into local law, if successful, may enable the authorities to exit the current default and limit any damage to the real economy from the debt... 20th August 2014 · 1 min read
Latin America Economics Update Argentina: Stimulus may backfire as bank deal falls through Negative comments from holdout creditors suggest that a solution to the Argentine debt dispute involving private banks has fallen through. That, along with interest rate cuts and monetisation of the... 14th August 2014 · 1 min read
Latin America Economics Update A fork in the road Data on vehicle production released over the past month suggest contrasting fortunes for Latin America’s two largest economies. While Mexico seems to be turning a corner and growth over the second... 13th August 2014 · 1 min read
Latin America Economics Update Argentine default adds to the economy’s problems Last week’s default by the Argentine government is yet another unwanted headwind for the beleaguered economy. Fears of a re-run of 2002’s economic meltdown are overblown. But the messier that the... 7th August 2014 · 1 min read
Latin America Economics Update Credit growth cools, but vulnerabilities persist The pace of private sector lending growth in most parts of Latin America has continued to cool this year, but the credit boom of the past decade means that vulnerabilities persist in a few places. At... 5th August 2014 · 1 min read
Latin America Economics Update More bad news for Brazilian industry Brazilian industrial production contracted sharply in June and July’s weak manufacturing PMI suggests that there could be more bad news in the pipeline. By contrast, the outlook for Mexican industry... 1st August 2014 · 1 min read
Latin America Economics Update Major shockwaves from Argentine default unlikely We do not expect Argentina’s default to trigger a prolonged ripple of contagion in the rest of Latin America. There may be some turbulence in the region’s financial markets, but we suspect that the... 31st July 2014 · 1 min read
Latin America Economics Update Argentine default likely to remain a (difficult) local issue Confirmation that Argentina has officially fallen into default after failing to agree a deal with holdout creditors is likely to rattle local markets and has the potential to do significant damage to... 31st July 2014 · 1 min read
Latin America Economics Update Markets take Argentina’s debt dispute in their stride The Argentine government seems increasingly likely to default on sovereign debt repayments due at the end of this month but the reaction in both local markets and markets in the region more generally... 28th July 2014 · 1 min read
Latin America Chart Pack Argentina teeters on the brink of another default With talks between Buenos Aires and holdout bondholders seemingly having stalled, it appears increasingly likely that Argentina will be prevented from making an interest payment that is due on... 25th July 2014 · 1 min read
Latin America Economics Update Argentina debt crisis: no stay brings default closer Judge Griesa’s refusal today to grant the Argentine government a stay in the ongoing debt dispute meansthat it is increasingly likely that the authorities will default on 30th July. Default is another... 22nd July 2014 · 1 min read
Latin America Economics Update Lack of progress brings Argentine default closer A lack of progress in negotiations between the Argentine government and the holdouts from the 2001 debt default means that there is an increasing chance that the authorities will be forced back into... 15th July 2014 · 1 min read
Latin America Economics Update More gloom for Brazil’s manufacturers June’s business surveys suggest that manufacturing in Brazil is doing little more than stagnating. By contrast, the outlook for Mexican manufacturers is much brighter – the latest survey data suggest... 1st July 2014 · 1 min read
