Latin America Chart Pack Rates to stay lower than the market expects Latin American central banks have taken divergent paths in 2013. Whereas Brazil started to hike interest rates in April, both Colombia and Mexico have trimmed their benchmark rates this year... 31st July 2013 · 1 min read
Latin America Economic Outlook A new era of weaker growth Latin American growth fell to its slowest rate since 2009 in the first half of this year and, while some countries are likely to see a rebound over the coming quarters, we think that for most this... 29th July 2013 · 1 min read
Latin America Economics Update Markets steady following Q2 rout Latin American financial markets have steadied in July after a sharp sell-off over the previous couple of months. We suspect that markets will stay under pressure in the near term. However, the worst... 26th July 2013 · 1 min read
Latin America Economics Update Investment plan another reason to expect Mexico rebound The poor performance of the Mexican economy so far this year has been one of the biggest disappointments in Latin America. In this Watch we explain why, in contrast to Brazil, the slowdown owes more... 16th July 2013 · 1 min read
Latin America Economics Update Latin America’s commodity boom – an opportunity missed When all’s said and done, the commodity price boom of the past decade will probably go down as a wasted opportunity for the economies of Latin America. Rather than saving and investing their windfall... 9th July 2013 · 1 min read
Latin America Economics Update Colombian industry still has a competitiveness problem The recent depreciation of the peso does not appear to have fully reversed the loss of competitiveness suffered by Colombian industry during the past decade. As a result, while the worst of the... 4th July 2013 · 1 min read
Latin America Chart Pack Fed sends markets reeling Latin American bonds, equities and currencies have slumped over the past month after the US Fed signalled its intention to taper its asset purchases under QE3 later this year. But while financial... 27th June 2013 · 1 min read
Latin America Economics Update What next for Latin American currencies? The sharp falls in Latin American currencies over the past month mean that many are now below our end-year targets, which looked extremely bearish only a few months ago. But while we think the trend... 25th June 2013 · 1 min read
Latin America Chart Pack Slower growth to become the new norm Economic growth across Latin America was weaker than expected in Q1. We estimate that regional GDP increased by about 2.2% y/y, down from 2.8% y/y in Q4 of last year – the slowest pace since 2009... 31st May 2013 · 1 min read
Latin America Economics Update Latin American equities underperform The recent weakness of Latin American stock markets has continued unabated in May, with returns well below those of developed and emerging market equity benchmarks. Going forward, we expect stocks to... 30th May 2013 · 1 min read
Latin America Economic Outlook Hidden vulnerabilities Latin American GDP growth slowed to its lowest rate since 2009 in the first quarter of this year and, while we expect to see a gradual recovery over the coming quarters, mounting vulnerabilities will... 22nd May 2013 · 1 min read
Latin America Chart Pack Growth softens The past month has brought further signs that the recovery in economic growth in Latin America that began in mid-2012 is now running into headwinds. Admittedly, calendar effects have probably... 30th April 2013 · 1 min read
Latin America Economics Update Mining stocks take a hit Latin American equities have mostly sold off over the past month, compounding an already weak start to the year. Hardest hit have been the large mining firms based in the Andes, many of whom appear to... 29th April 2013 · 1 min read
Latin America Economics Update Colombian interest rates on hold for foreseeable future The Colombian government’s stimulus package may boost industry at the margin, but it is unlikely to solve the problem of an overvalued peso and widening economic imbalances. As a result, we doubt that... 29th April 2013 · 1 min read
Latin America Economics Update Region increasingly vulnerable to lower commodity prices The slump in commodity markets last week has raised questions over how exposed Latin America is to a period of lower prices. While the risks vary from country-to-country, the bigger picture is that... 22nd April 2013 · 1 min read
Latin America Economics Update China's slowdown: who is most vulnerable? The past week has seen renewed concern that a slowdown in China will drag on growth in the rest of the emerging world, including Latin America. We think these concerns are justified. But while Latin... 18th April 2013 · 1 min read
