Latin America Economics Update Q3 probably as good as it gets for Colombia The Colombian economy has outperformed much of the region in recent quarters and is on track to expand by 5.5% this year. But while it should continue to do relatively well next year, it seems... 20th December 2011 · 1 min read
Latin America Chart Pack Growth concerns to dominate in first half of 2012 The past month has brought yet more evidence that Brazil’s economy has come rapidly off the boil. Indeed, it seems likely that the country may now, in technical terms at least, be in recession. For... 15th December 2011 · 1 min read
Latin America Economics Update How would a crisis in Europe hit Latin American banks? 8th December 2011 · 1 min read
Latin America Economics Update Lat Am equities to disappoint in 2012, outperform in 2013 In light of our revised assumption on the timing of the euro-zone break-up, we have revised our equity markets forecasts. We think that all of the region’s markets will fall next year, and expect them... 7th December 2011 · 1 min read
Latin America Chart Pack Better placed, but not immune The past month has brought further signs that growth in Latin America has started to slow in response to the deepening crisis in the euro-zone, the turmoil in world markets and weaker demand from... 28th November 2011 · 1 min read
Latin America Economics Update Colombian interest rates still likely to fall next year The Central Bank of Colombia (BANREP) bucked the regional trend and raised interest rates by 25bps to 4.75% on Friday night. Nonetheless, with inflation now likely to have peaked, we suspect that this... 28th November 2011 · 1 min read
Latin America Economics Update Colombia should continue to outperform next year While Colombia is unlikely to avoid the global slowdown altogether, we think it will outperform the likes of Brazil and Mexico next year. We expect GDP growth of 3.0% in 2012 and the strength of the... 24th November 2011 · 1 min read
Latin America Economics Update Colombia: Reform agenda must keep up with commodity boom In a recent visit to the UK, the President of Colombia, Juan Manuel Santos, underlined his ambitious plans for the expansion of his country’s burgeoning commodities sector. But while that may support... 23rd November 2011 · 1 min read
Latin America Economics Update Room for manoeuvre The deepening crisis in the euro-zone, coupled with fears of a slowdown in China, has meant that concerns about overheating in Latin America’s major economies have quickly given way to worries over... 21st November 2011 · 1 min read
Latin America Economic Outlook Weaker growth to be met with policy stimulus A combination of weak growth and deepening debt crises in the G7 and softer demand from China means that the economies of Latin America are likely to slow by more than most expect over the next few... 18th November 2011 · 1 min read
Latin America Economics Update Colombia-US trade agreement could ease Dutch Disease News that the Free Trade Agreement between Colombia and the US has finally been signed is clearly positive. Not only should the pact boost trade between the two nations, but the elimination of tariffs... 8th November 2011 · 1 min read
Latin America Economics Update Colombian interest rates could still fall next year The Central Bank of Colombia (BANREP) left interest rates on hold at 4.5% on Friday night, but signalled a willingness to hike rates if the global environment improves. Nonetheless, while the... 31st October 2011 · 1 min read
Latin America Chart Pack Growth slows in the “big two” Growth has slowed sharply in Brazil and Mexico – Latin America’s two largest economies – over the past quarter. In Brazil, there are tentative signs that a two-year boom in domestic demand has started... 29th October 2011 · 1 min read
Latin America Economics Update More to follow Brazil’s lead Brazil’s decision to continue cutting interest rates despite the fact that inflation is running at a five-year high remains as controversial as ever. Nonetheless, on balance we think that the central... 22nd October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Latin America Chart Pack Markets take another pounding The Central Bank of Uruguay (BCU) left its benchmark interest rate unchanged at 8.0% last night as the board weighed downside risks to growth against stubbornly high inflation. We believe that the BCU... 30th September 2011 · 1 min read
