Latin America Economics Update Colombia’s public finances: alarm bells ringing The deterioration in Colombia’s public finances has spooked investors and, with the government showing no clear willingness to rein in spending, Colombian financial assets are likely to remain under... 12th November 2024 · 4 mins read
Latin America Economics Weekly Argentina’s bond rally, fiscal & rate risks, Mexico outlook Optimism about Argentina’s policy shift has driven the spreads on sovereign dollar bonds to their narrowest level in over five years, but there’s no sign that policymakers will address the overvalued... 1st November 2024 · 7 mins read
Emerging Markets Financial Risk Monitor EM Financial Risk Monitor (Oct. 2024) Financial vulnerabilities have declined further across EMs. Our currency crisis risk indicator was at yet another multi-year low in Q3 and sovereign debt risks have eased across large parts of Africa... 30th October 2024 · 1 min read
Latin America Chart Pack Latin America Chart Pack (October 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin American financial assets have come under pressure amid the recent rise in... 30th October 2024 · 1 min read
Latin America Economics Update What China’s export surge means for Latin America Latin America has played an important role in absorbing China’s export surge, which is generating concern among local policymakers. But the response is likely to vary across the region. Governments in... 15th October 2024 · 6 mins read
Latin America Economics Weekly BanRep’s fiscal worries, Chile’s deficit, Brazil’s upgrade The decision by Colombia’s central bank to maintain rather than step up the pace of easing at this week’s policy meeting suggests that officials there are increasingly worried about the fiscal... 4th October 2024 · 5 mins read
Latin America Economics Weekly Mexico in Trump’s firing line, Colombia’s budget drama Donald Trump's threats this week to impose tariffs on imports of cars and agricultural equipment from Mexico highlight how big a risk his return to the White House would pose to Mexico’s free trade... 27th September 2024 · 7 mins read
Latin America Chart Pack Latin America Chart Pack (September 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth across Latin America is likely to be weaker than most expect in the next... 25th September 2024 · 1 min read
Latin America Economics Weekly Argentina’s budget, Brazil’s hike, new macro forecasts The Argentine government's ambitious 2025 budget plans unveiled this week are underpinned by very optimistic economic projects and meeting the 'zero deficit' target will be challenging. And at the... 20th September 2024 · 6 mins read
Latin America Economic Outlook Sluggish growth but stubborn inflation Tight policy and deteriorating terms of trade will keep growth across Latin America subdued and we think that the region will underperform other parts of the emerging world – as well as consensus... 19th September 2024 · 19 mins read
Latin America Economics Weekly Amlo’s last hurrah, oil price drop, Fed easing and Lat Am Outgoing Mexican President Amlo’s controversial judicial reform has been one of the key drivers of the weakness in the peso and we think there’s still some downside risk to the currency, especially if... 13th September 2024 · 7 mins read
Latin America Chart Pack Latin America Chart Pack (August 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Most Latin American economies appear to have headed into Q3 with little momentum... 28th August 2024 · 1 min read
Latin America Economics Update Savings problem to weigh on Colombia’s prospects The prevailing view that, over the medium term, Colombia will maintain its position as Latin America’s fastest-growing major economy looks overly optimistic in light of the collapse in its savings and... 20th August 2024 · 4 mins read
Latin America Rapid Response Colombia GDP (Q2 2024) The Colombian economy isn’t nearly as weak as the meagre 0.1% q/q rise in headline GDP in Q2 would suggest; there was a large drag from net trade while domestic demand remained very strong. The strong... 15th August 2024 · 2 mins read
Latin America Economics Weekly Banxico cuts, LatAm and the global market turmoil The Mexican peso was on a rollercoaster ride this week but, as we'd expected, Banxico placed more emphasis on the weakness in the economy as it pressed ahead with a 25bp cut (to 10.75%). And the... 9th August 2024 · 6 mins read
Latin America Chart Pack Latin America Chart Pack (July 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Regional growth appears to have slowed in Q2 and we think it will be sluggish in... 24th July 2024 · 1 min read
