Latin America Economics Weekly Latin America Weekly: Lat Am in Trump’s firing line, good news on inflation The broad-based falls shown in the CPI figures for June suggest that the inflation picture in Latin America has become a bit better, supporting our view that central banks in many places will deliver... 11th July 2025 · 5 mins read
Latin America Economics Update US tariffs add to headwinds facing Chile’s copper sector Chile’s economy is the most exposed globally to US copper import tariffs. But while the impact would probably be small, it would add to deep-seated problems facing the copper sector. Register here to... 9th July 2025 · 3 mins read
Latin America Rapid Response Chile Consumer Prices (Jun. 2025) The larger-than-expected fall in Chilean inflation, to 4.1% y/y, in June supports our view that policymakers will resume its easing cycle with a 25bp cut, to 4.75%, later this month. 8th July 2025 · 2 mins read
Latin America Economics Weekly Chile’s communist candidate, Mexico’s weak economy The victory for communist candidate, Jeannette Jara, in the Chilean governing coalition’s presidential primary election was received warmly by markets – her presence on the ballot is seen as... 4th July 2025 · 5 mins read
Latin America Economics Update Lat Am central banks to surprise on the dovish side Our views on the outlook for monetary policy in Latin America have been on the hawkish side for some time, but we now think that there’s scope for interest rates in many countries in the region to... 2nd July 2025 · 3 mins read
Latin America Economics Weekly Latin America Weekly: Diverging rate decisions, Middle East war & Lat Am While Chile’s central bank this week flagged that it will resume its easing cycle soon, Brazil’s hiked interest rates and didn’t close the door to additional tightening. But despite Brazilian... 20th June 2025 · 7 mins read
Latin America Chart Pack Latin America Chart Pack (Jun. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Mexico has weathered the US’s shift toward protectionism better than many feared... 17th June 2025 · 1 min read
Latin America Economic Outlook Latin America Outlook: US protectionism just one of many challenges Mexico has emerged from the US’s shift to protectionism better than was feared a few months ago. But the economy will still struggle to eke out any growth this year. And while the rest of the region... 12th June 2025 · 21 mins read
Latin America Chart Pack Latin America Chart Pack (May 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. We doubt that the region’s strong start to the year will be sustained given the... 27th May 2025 · 1 min read
Latin America Economics Update Lat Am elections: about to shift back to the right? The low public support for (left-wing) incumbents in many of Latin America’s largest economies, taken together with weak public finances, suggests that the wave of the upcoming elections could act as... 21st May 2025 · 8 mins read
Latin America Rapid Response Chile GDP (Q1 2025) The stronger-than-expected 0.7% q/q expansion in Chile’s economy in Q1 on the back of robust domestic demand supports our view that Chile’s central bank will leave its policy rate on hold for a bit... 19th May 2025 · 2 mins read
Latin America Economics Weekly Latin America Weekly: Copom: to hike or not to hike? China’s charm offensive The minutes to the Brazilian central bank’s monetary policy meeting last week have added fuel to the debate about whether the tightening cycle is now over. But perhaps the bigger point is that, when... 16th May 2025 · 6 mins read
Emerging Markets Economics Update US and China try to shift the fracturing map The flurry of diplomatic activity by both the US and China this week underscores that geopolitical alliances in parts of the emerging world are fluid. We suspect that most countries in Latin America... 16th May 2025 · 5 mins read
Latin America Economics Weekly Latin America Weekly: Lower oil prices, Banxico on track for another 50bp cut The downward revision to our oil price forecast is likely to exacerbate public finance risks in some of the region's major oil producers, notably Colombia and Ecuador. But other countries, especially... 9th May 2025 · 6 mins read
Latin America Economics Weekly Latin America Weekly: BanRep’s dovish shift, Copom nearing an end The unanimous decision by Colombia's central bank to lower its policy rate by 25bp, to 9.25%, earlier this week suggests that the Board is more dovish than we’d thought. That will raise fears, similar... 2nd May 2025 · 6 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin America generally got off lightly on ‘liberation day’, but the indirect... 15th April 2025 · 1 min read
