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 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 Rapid Response

Colombia Interest Rate Announcement (June 2026)

30th June 2026 · 2 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

Latin America Economics Update

Colombia joins Latin America’s shift to the right

The victory for right-wing Abelardo de la Espriella in Colombia’s presidential election should pave the way for more pro-business policymaking, tighter fiscal policy and improved relations with the US...

22nd June 2026 · 3 mins read

Latin America Economics Weekly

Colombia votes, Copom confusion

Right-wing candidate de la Espriella is well placed to secure Colombia’s presidency on Sunday, paving the way for a shift towards more business-friendly policies and fiscal austerity. But he will...

19th June 2026 · 6 mins 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

Latin America Economics Weekly

Colombia shifts right, 301 tariffs, El Niño

Abelardo de la Espriella’s victory in the first round of Colombia’s presidential election increases the likelihood of a shift to more pro-market policymaking and improved relations with the US. But we...

5th June 2026 · 5 mins read

Latin America Economics Update

The price of free time in Latin America

Latin America is seeing a wave of labour market reforms that reduce maximum working hours with no reduction in compensation, which could raise inflation and reduce competitiveness. It appears most...

2nd June 2026 · 5 mins read

Latin America Economics Update

De la Espriella in pole position but faces hurdles

The strong showing for right-wing candidate Abelardo de la Espriella in the first round of Colombia’s presidential election will be welcomed by investors. A further rally in the peso and a decline in...

1st June 2026 · 3 mins read

Latin America Economics Weekly

Colombia votes, Mexico’s export surge

Colombians head to the polls on Sunday to elect a new president, with the three front-runners holding sharply different views on policymaking and how to address Colombia’s fiscal challenges. If...

29th May 2026 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (May 2026)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. High energy prices have given a boost to terms of trade in many Latin American...

27th May 2026 · 1 min read