Latin America Economics Update Savings hold the key to dealing with falling commodity prices The recent rebound in commodity prices has eased concerns about growth outlook for Latin America. But the key point remains that the windfall from high prices has been spent, rather than saved... 26th January 2012 · 1 min read
Latin America Economics Update Colombian growth easing, not overheating Following break-neck Q3 GDP growth in Colombia, there have been some concerns that the economy is overheating. But the recent activity data suggest that the pace of growth is now easing, while... 20th January 2012 · 1 min read
Latin America Economics Update Will China pull the rug from under Latin America? This is the first edition of our new monthly publication Latin America Watch. This will analyse major talking points in the region and preview key data and events. In this issue we look at the impact... 19th January 2012 · 1 min read
Latin America Economics Update Policy set to ease across the region in 2012 Growth concerns will increasingly dominate Latin American policymakers’ agendas as we move into 2012. With many of the world’s advanced economies headed towards recession, and China’s economy... 20th December 2011 · 1 min read
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
