Latin America Economics Weekly What next for BanRep?, Argentina’s China ties One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the... 7th August 2026 · 5 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Aug. 2026) Brazil’s central bank (BCB) lowered interest rates by another 25bp today, to 14.00%, but the communications provided a fairly hawkish message on inflation and a signal that the door for further easing... 5th August 2026 · 2 mins read
Latin America Economics Weekly Regional rightward shift, Copom’s final rate cut? Keiko Fujimori's initial steps as Peru’s president point towards improved relations with the US and tighter fiscal policy, but whether she can achieve the latter will depend on her ability to build... 31st July 2026 · 6 mins read
Latin America Economics Update Lat Am FX outperformance unlikely to last Currencies in Latin American have fared better than those of other EMs over July, but we expect that outperformance to reverse, with currencies depreciating against the dollar over the next 12-18... 30th July 2026 · 3 mins read
Latin America Economics Update The macro implications of Lat Am’s shift to the right The political shift to the right in Latin America is likely to lead to a stronger geopolitical alignment with the US and economic policies that reduce country risk premia. Economic reforms may allow... 29th July 2026 · 5 mins read
Latin America Economics Update Brazil tariffs: modest macro hit, political boost for Lula Brazil has been in the crosshairs in the US’s latest tariff salvo, which will lead to a renewed drop in exports to the US over the coming months. But the impact on GDP growth and inflation should... 28th July 2026 · 3 mins read
Latin America Rapid Response Brazil IPCA-15 (Jul. 2026) The drop in mid-month inflation in Brazil in July, to 4.5% y/y, is likely to provide scope for the central bank to deliver another 25bp interest rate cut at next week’s meeting, taking the Selic rate... 28th July 2026 · 2 mins read
Latin America Chart Pack Latin America Chart Pack (July 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The region’s performance in Q2 was a mixed bag but lower commodity prices, tighter... 28th July 2026 · 1 min read
Latin America Economics Weekly Argentine joy, oil price jump, Brazil tariffs The US's announcement of a 25% Section 301 US import tariff on Brazil made a splash this week, but the macroeconomic effect is likely to limited. Meanwhile, the renewed rise in oil prices would - if... 17th July 2026 · 5 mins read
Emerging Markets Economics Update Which EMs will be next to hike rates? The renewed rise in oil prices has cast fresh uncertainty over the outlook for interest rates. But one thing that emerges from the latest CPI data is that there are a handful of countries where strong... 15th July 2026 · 3 mins read
Latin America Economics Weekly Mixed news on inflation, Argentina’s debt repayment The larger-than-expected rise in inflation in the Andes in June is likely to pave the way for an interest rate hike in Peru while increasing the chances of Colombia’s central bank continuing its... 10th July 2026 · 5 mins read
Latin America Rapid Response Brazil IPCA (June 2026) The small fall in Brazilian inflation to 4.6% y/y in June means that another 25bp interest rate cut at Copom’s August meeting is still in play. 10th July 2026 · 2 mins read
Latin America Economics Update Brazil rates: too much caution now priced in? Strong GDP growth and rising inflation have raised the bar for further interest rate cuts in Brazil, and we expect a pause in the cycle later this year, with just one or two more 25bp cuts over the... 6th July 2026 · 4 mins read
Latin America Economics Weekly Colombia’s new finance chief, USMCA, Brazil’s growth The nomination of Miguel Gómez Martínez as Colombia's next finance minister points to a much tighter fiscal stance when President-elect de la Espriella takes power. This should also help to quell... 3rd July 2026 · 5 mins read
Latin America Economics Weekly De la Espriella’s challenges, Copom seeks to clarify The market reaction to Abelardo de la Espriella’s victory in Colombia’s presidential election hasn’t been as buoyant as might have been hoped, which may reflect concerns about the difficulties he will... 26th June 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
