Latin America Economics Update How can Argentina get out of its crisis? Recently-announced measures by Argentina’s government are merely stopgap solutions and appear to be aimed at staving off a disorderly devaluation ahead of upcoming elections rather than stabilising... 26th July 2023 · 3 mins read
Latin America Chart Pack Latin America Chart Pack (July 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 24th July 2023 · 1 min read
Latin America Economics Weekly Argentina’s sticking plaster, EU trade deal, rate cuts June trade figures out this week reinforced how perilous Argentina's balance of payments situation is, but officials continue to opt for temporary fixes rather than addressing the root problem - the... 21st July 2023 · 6 mins read
Latin America Economics Update A primer on Argentina’s primary election The latest polls ahead of next month’s primaries in Argentina suggest that the country could buck the regional trend by electing a more market-friendly government. In this Update we assess the... 19th July 2023 · 6 mins read
Latin America Economics Update El Niño presents mixed risks for Lat Am The likelihood of an El Niño event over the second half of the year raises the risk that activity is disrupted, inflation falls more slowly than we currently expect, and central banks’ monetary easing... 13th July 2023 · 3 mins read
Latin America Economics Weekly BCB to cut, Argentina shifting towards the centre? The minutes to last week’s Brazilian central bank meeting made clear that the easing cycle will kick off in August, but they also confirmed our long held view that the easing cycle will be gradual –... 30th June 2023 · 7 mins read
Latin America Chart Pack Strong currencies lend helping hand in inflation fight It’s been a good month for Latin American currencies, particularly the Brazilian real and the Colombian peso, which should help the disinflation process across the region. This is one reason behind... 27th June 2023 · 11 mins read
Latin America Economic Outlook Rate cuts coming, but easing will be gradual The region’s strong start to the year is unlikely to be sustained and we expect growth across Latin America to come in weaker than most expect this year and next. Inflation will continue to fall, but... 8th June 2023 · 21 mins read
Latin America Chart Pack A temporary rebound in growth The latest activity figures suggest that most Latin American economies held up better than we’d thought in the first few months of 2023. Mexico and Colombia made surprisingly strong starts to the year... 23rd May 2023 · 14 mins read
Latin America Economics Weekly Argentina’s peso woes, Paraguay’s China-Taiwan vote The measures undertaken by Argentina's government to stem the run on the peso over the past couple of weeks might provide some temporary relief, but with inflation and the fiscal position continuing... 28th April 2023 · 7 mins read
Latin America Chart Pack Monetary policy stance slowly shifting The raft of inflation data over the past couple of weeks will have provided some relief for Latin American central banks, with headline rates in most countries now on a clear downward trajectory. In... 26th April 2023 · 15 mins read
Latin America Economics Weekly Brazil’s fiscal rule, shifting monetary policy tide? The new fiscal framework presented to congress by Brazil’s government this week would, if implemented in full, go a long way towards stabilising Brazil's public finances. But there are several hurdles... 21st April 2023 · 8 mins read
Latin America Economics Weekly Argentina-IMF trouble ahead, Andean central banks A read between the lines of the IMF’s Fourth Review of Argentina’s $44bn Extended Fund Facility suggests that the deal could be starting to fray at the seams. Meanwhile, the latest messaging from... 6th April 2023 · 8 mins read
Latin America Economics Update Drought to push Argentina’s economy into deep recession The historic drought afflicting Argentina will cause a steeper contraction in GDP than most expect this year and intensify balance of payments strains by reducing export earnings to the tune of 2-3%... 5th April 2023 · 3 mins read
Latin America Economic Outlook High inflation will limit room for interest rate cuts GDP growth in Latin America will be among the weakest of any EM region this year and next, and is likely to disappoint consensus expectations. Persistently high inflation has prompted us to push back... 30th March 2023 · 3 mins read
Latin America Chart Pack Global turmoil hits Lat Am when it’s already down Strains in the global banking sector have flared up at a time when Latin America was in the midst of a period of economic weakness. Regional GDP fell in the final quarter of last year and surveys for... 22nd March 2023 · 12 mins read
