Latin America Economics Weekly DR votes, Lula intervenes, Argentine officials cheer Dominicans are set to re-elect President Luis Abinader on Sunday and there's widespread hope among investors that his second term will see further measures to improve the public finances. Elsewhere... 17th May 2024 · 7 mins read
Latin America Economics Weekly Colombia’s drought, Argentina’s anti-austerity protests Recent rainfall has provided some relief to drought-hit Colombia, but with reservoir levels still perilously low, risks to hydropower generation - and consequently activity and inflation - continue to... 26th April 2024 · 7 mins read
Emerging Markets Economics Update “Turnaround EMs”: good start but plenty more to do The policy shifts underway in Turkey, Nigeria, Argentina and Egypt have ticked a lot of the right boxes so far, but it will take years for the full economic benefits to materialise and require... 24th April 2024 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in the region picked up in Q1 and we expect this to continue in the coming quarters... 24th April 2024 · 1 min read
Latin America Economics Update Argentina: initial fiscal successes but more work to do The better-than-expected budget figures out of Argentina at the start of the year are undoubtedly good news and show that the fiscal adjustment is happening more quickly than we’d expected. That said... 23rd April 2024 · 5 mins read
Emerging Markets Economics Update EM sovereign default risks still high in a few places The incidence of sovereign debt distress has continued to decline across the emerging world in recent weeks, driven mainly by an improvement in global risk appetite and the corresponding narrowing of... 10th April 2024 · 3 mins read
Latin America Economic Outlook Set for a slow recovery Activity in the region slowed to a crawl at the end of last year and, while a recovery will take hold in the coming quarters, growth will fall short of consensus expectations. The disinflation process... 26th March 2024 · 22 mins read
Latin America Economics Weekly Argentina’s surpluses, consumer strength Argentina’s government ran another bumper primary budget surplus in February, taking President Milei a step closer to his target of achieving a balanced overall budget this year. But while the latest... 22nd March 2024 · 6 mins read
Latin America Economics Weekly Argentina’s debt swap, CLP, rate cuts The Argentine government’s successful local currency debt swap this week has reduced roll-over risks and, together with the softer-than-expected February inflation figure, appears to be giving... 15th March 2024 · 10 mins read
Latin America Chart Pack Latin America Chart Pack (Mar. 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in the region slowed to a crawl at the end of last year and, while a recovery will... 13th March 2024 · 1 min read
Latin America Chart Pack Latin America Chart Pack (February 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. The latest monthly activity data suggest that Mexico and Brazil ended 2023 on a weak note, a... 22nd February 2024 · 1 min read
Latin America Economics Weekly Argentine inflation, Pemex’s debt problem Argentina’s President Javier Milei has made tackling rampant inflation – which data out this week showed is now running at over 250% – a key priority, but the historical record in Latin America... 16th February 2024 · 5 mins read
Emerging Markets Economics Update Frontier sovereign debt distress still high While the overall incidence of sovereign debt distress in the emerging world has fallen back since last year, sovereign debt distress in frontier markets hasn’t. And, if anything, things have taken a... 7th February 2024 · 3 mins read
Latin America Economics Weekly Milei’s setback, Venezuela’s sanction, new rate forecasts Argentine President Milei's ambitious stabilisation plan suffered a major blow in the past week and flipping the primary balance back into surplus is now looking increasingly difficult. Elsewhere... 2nd February 2024 · 7 mins read
Latin America Chart Pack Latin America Chart Pack (January 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Mexico and Brazil’s economies appear to have struggled towards the end of Q4 – a trend we... 25th January 2024 · 1 min read
Latin America Economics Weekly El Niño’s mixed blessings, Argentina’s FX reserves, Pemex Projections released this week highlight that El Niño-related rainfall will provide some relief to Argentina’s key agricultural sector, with bumper corn and soy harvests likely. Higher agricultural... 19th January 2024 · 5 mins read
