Latin America Economics Weekly The art of the oil deal, BCCh’s growth worries The US-Venezuela oil deal has made a splash this week, but we it seems unlikely that it will result in a major pick-up in Venezuelan oil production in the near-term. Elsewhere, the sharp drop in the... 4th September 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (August 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in Latin America last quarter was a mixed bag, with Colombia the region’s... 26th August 2026 · 1 min read
Latin America Economics Weekly Colombia’s outperformance, Banxico’s divide This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced... 21st August 2026 · 5 mins read
Latin America Economics Update Chile: from regional outperformer to laggard The poor performance of Chile’s economy in Q2 has prompted us to revise down our already below-consensus growth forecast to just 0.5% this year. And while we expect a modest pick-up in growth over... 19th August 2026 · 3 mins read
Latin America Rapid Response Chile GDP (Q2 2026) The surprisingly poor Q2 GDP outturn in Chile (output was flat in q/q terms), coming alongside the recent fall in inflation will reduce any pressure on the BCCh to tighten monetary policy and we now... 18th August 2026 · 2 mins read
Latin America Economics Weekly Bovespa drop, Copom to cut, mixed growth in the Andes Brazil's Bovespa equity index has had a tough week and we think that Brazilian stocks will underperform their EM peers over the remainder of this year. The activity data out of Brazil have also been... 14th August 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 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 Mexico’s GDP rebound, smooth(ish) USMCA talks GDP data from Mexico due out next Thursday are likely to show that the economy rebounded last quarter after a contraction in Q1, which may quell some of Banxico's dovish talk. Further out, the outlook... 24th July 2026 · 6 mins 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 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
Latin America Economic Outlook Diverging rate paths Latin America has been resilient to the energy shock but other headwinds are likely to hold back regional growth to around 2% over the coming years, making it the worst-performing EM region. The... 18th June 2026 · 21 mins read
Latin America Economics Weekly Fujimori edges ahead, CPI prints, Copom to hold It's looking increasingly likely that right-wing candidate Fujimori will secure Peru's presidency. She's likely to govern on a conservative, market-friendly platform, but her ability to push through... 12th June 2026 · 5 mins read
