Latin America Economics Weekly Venezuela-Guyana tensions, new macro forecasts Venezuela’s increasingly assertive claims over the oil-rich Essequibo region, internationally recognised as part of Guyana, has raised the risk of some kind of miscalculation that leads to military... 8th December 2023 · 7 mins read
Latin America Economic Outlook Brazil and Mexico to lose their shine The surprising strength this year of the region’s two largest economies, Brazil and Mexico, will fade in 2024 and growth over the next couple of years is likely to come in below consensus expectations... 7th December 2023 · 22 mins read
Latin America Economics Weekly Argentina’s Messi of finances, job markets, Banxico to cut? The confirmation that Luis Caputo will be Argentina’s next economy minister reinforces our view that, while President-elect Javier Milei is likely to put the economy through shock therapy, it will be... 1st December 2023 · 7 mins read
Latin America Economics Weekly A silver lining in Argentina Argentina’s financial markets welcomed Javier Milei’s victory in the presidential election last Sunday and, in particular, signs that he will pursue a form of shock therapy stripped of some of more... 24th November 2023 · 6 mins read
Latin America Economics Focus Latin America: is another debt crisis brewing? Fiscal risks in Latin America have largely been out of the spotlight over the past year, but we think that public debt concerns will build over the coming years. Sovereign defaults seem more likely... 22nd November 2023 · 17 mins read
Latin America Chart Pack Latin America Chart Pack (November 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 21st November 2023 · 1 min read
Capital Daily Early thoughts on Mileinomics & market implications Victory for maverick Javier Milei in Argentina’s presidential election means the country is about to embark on yet another economic experiment. While it is hard to say what that will bring for its... 20th November 2023 · 4 mins read
Latin America Economics Update Argentina: Milei’s win brings shock therapy onto the table Javier Milei’s victory in the final round of Argentina’s presidential election yesterday will bring about a major shift in economic policymaking. We suspect that some of his more radical proposals –... 20th November 2023 · 4 mins read
Latin America Economics Weekly Argentina’s final presidential vote, Pemex woes The final round of Argentina’s presidential election between Javier Milei and Sergio Massa on Sunday offers starkly different paths for the economy – shock therapy or more of the current government’s... 17th November 2023 · 6 mins read
Latin America Economics Update Will a “Dead Cow” become Argentina’s life saver? The Vaca Muerta shale formation will alleviate some of the pressure on Argentina’s fragile balance of payments position by substantially reducing the country’s gas import bill and raising oil export... 8th November 2023 · 6 mins read
Latin America Economics Weekly Massa vs. Milei, Colombia-China, Chile’s peso worries In Argentina, investors’ nerves have been calmed a little after Sergio Massa, the Peronist presidential candidate who came top in the first round vote, showed signs of moderation. But likely fiscal... 27th October 2023 · 9 mins read
Latin America Chart Pack Latin America Chart Pack (Oct. 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 25th October 2023 · 1 min read
Latin America Economics Update Argentina: más Massa? The strong showing for Peronist candidate and current Economy Minister Sergio Massa in Sunday’s presidential election in Argentina means that the run-up to the second round vote in November is likely... 23rd October 2023 · 3 mins read
Latin America Economics Weekly Argentina and Ecuador’s elections, Venezuela sanctions Argentina's dire economic situation will be top of many voters’ minds when they head to the polls on Sunday, but the election will also have important geopolitical implications. An opposition victory... 20th October 2023 · 7 mins read
Latin America Economics Update Stakes in Argentina’s election couldn’t be higher Argentines face the choice between a shock-therapy style approach to tackling the country’s economic issues or more of the same unorthodox policymaking when they head to the polls in Sunday’s... 17th October 2023 · 4 mins read
Latin America Chart Pack Latin America Chart Pack (Sep. 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 28th September 2023 · 1 min read
