Latin America Chart Pack Peru engulfed in chaos Peru’s newly-inaugurated President Boluarte’s call to bring forward the next general election to 2024 has failed to pacify protesters who took to the streets following the impeachment of President... 14th December 2022 · 11 mins read
Latin America Economics Weekly A failed coup d’état, inflation worries, Lula’s fiscal plans The end of Castillo’s chaotic presidency in Peru may bring some near-term relief to investors, but it won’t solve the country’s dysfunctional political system. Political gridlock is here to stay and... 9th December 2022 · 8 mins read
Latin America Economic Outlook Central banks to ease off the brakes as growth slows The recent resilience of economic activity in Latin America will not last and we think that growth will slow by more than most expect in 2023. Having been among the first to tighten monetary policy... 7th December 2022 · 25 mins read
Latin America Economics Weekly Colombia’s vulnerabilities, Peru’s chaos, Venezuelan oil The easing of some US sanctions will give a small boost to Venezuela’s oil output, but it would take much more on the sanctions front – as well as huge investment – to boost oil production... 2nd December 2022 · 8 mins read
Latin America Economics Update Global recession adds to headwinds facing Lat Am With the global economy headed for recession and commodity prices likely to come off their recent highs, Latin American exports will struggle over the coming quarters. Weakening global growth is also... 23rd November 2022 · 3 mins read
Latin America Chart Pack Region slowing Data released over the past month or so suggest that most economies across the region fared well in Q3. GDP growth in Mexico and Colombia came in well above expectations and hard activity data from... 17th November 2022 · 12 mins read
Latin America Data Response Colombia GDP (Q3) The stronger-than-expected 1.6% q/q expansion in Colombia’s GDP in Q3 took output further above its pre-pandemic trend and means that Colombia is on course to be a regional outperformer in 2022. That... 15th November 2022 · 2 mins read
Latin America Economics Update What to make of Petro’s first 100 days in office While Colombia’s President Gustavo Petro initially made a promising start to his tenure, his recent interventionist comments have led to a sharp sell-off in local financial markets. Regaining... 14th November 2022 · 4 mins read
Latin America Economics Update Colombia’s current account deficit a growing risk Colombia’s current account deficit has, somewhat surprisingly, widened this year despite the boost to the country’s terms of trade from high oil prices, and now stands at an alarming level. And the... 1st November 2022 · 4 mins read
Event EM Drop-In: How will EM economies and markets fare in the global downturn? 1667487600 Economists from our Emerging Markets and Markets teams discussed the outlook for EM financial markets in this regular dive into the big stories in EMs.
Latin America Chart Pack All eyes on Brazil Brazilians head to the polls on Sunday to decide who’ll become the country’s next president in a heated run-off election between incumbent Jair Bolsonaro and his left-wing rival Lula. Lula is still... 25th October 2022 · 12 mins read
Latin America Economics Weekly Chile’s protests three years on, COP drop This week marked the third anniversary of a large wave of protests in Chile which set in motion a shift towards looser fiscal policy, have left the political landscape difficult to navigate and caused... 21st October 2022 · 8 mins read
Latin America Economics Weekly The dust settles in Brazil, Petro hits at BanRep The stronger-than-expected performance of Jair Bolsonaro and his right-wing allies in Brazil’s election last Sunday has buoyed the country’s financial markets by reducing the risk of a dramatic shift... 7th October 2022 · 6 mins read
Latin America Economics Update Banxico and BanRep to remain in hawkish mood Central banks in Mexico and Colombia delivered further large interest rates hikes yesterday, of 75bp and 100bp respectively, and the backdrop of strong inflation pressures and tighter external... 30th September 2022 · 3 mins read
Latin America Chart Pack Inflation at a turning point Latin American currencies have come under pressure this month which will put further upward pressure on inflation, but the bigger picture is that headline rates are at, or close to, a peak across the... 27th September 2022 · 12 mins read
Latin America Economics Weekly Argentina’s Tango with the IMF, tightening cycles This week’s news that Argentina will receive the next tranche of its IMF deal has caused near-term debt risks to ease. But the Fund has still not addressed the overvalued exchange rate, which could... 23rd September 2022 · 8 mins read
