Latin America Economics Weekly Mexico, AI supply chains & fiscal slippage Data released over the past week provide growing evidence that Mexico’s industrial sector is benefiting from integration into AI supply chains. But this is being offset by weakness in the rest of the... 11th September 2026 · 5 mins read
Latin America Economic Outlook Stuck in the slow lane Tight fiscal stances, deteriorating terms of trade and weakening labour markets mean that Latin American economies will continue to struggle and we think regional growth will come in below 2% in the... 10th September 2026 · 21 mins read
Latin America Rapid Response Mexico Consumer Prices (August 2026) The rebound in Mexican inflation (to 3.3% y/y) has further to run in the coming months and we think the headline rate will end this year above Banxico’s projections this year. Combined with the Fed... 9th September 2026 · 2 mins read
Latin America Economics Focus Why Banxico’s next move will be a hike The recent patch of soft inflation in Mexico is unlikely to be sustained and the headline rate will follow a higher path than the central bank (Banxico) anticipates. With Banxico likely to revise up... 8th September 2026 · 15 mins read
Latin America Economics Weekly Mexico & the US-Canada trade war, Brazil’s slowdown The recent US-Canada trade talks that fell apart abruptly offer hints that Mexico might be able to secure concessions on auto and steel. And the US’s demands for a say on Canada’s external trade... 28th August 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (August 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in Latin America last quarter was a mixed bag, with Colombia the region’s... 26th August 2026 · 1 min read
Latin America Economics Weekly Colombia’s outperformance, Banxico’s divide This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced... 21st August 2026 · 5 mins read
Emerging Markets Economics Update EM wage pressures easing, but pockets of concern EM labour market conditions have softened further this year, with wage growth now back to or below pre-pandemic rates in many places. Inflationary pressures stemming from labour markets have faded... 13th August 2026 · 4 mins read
Latin America Economics Weekly What next for BanRep?, Argentina’s China ties One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the... 7th August 2026 · 5 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Aug. 2026) Mexico’s central bank (Banxico) kept its policy interest rate on hold at 6.50% at today’s meeting and the overall communications were only marginally more hawkish than in June. 6th August 2026 · 2 mins read
Latin America Economics Weekly Regional rightward shift, Copom’s final rate cut? Keiko Fujimori's initial steps as Peru’s president point towards improved relations with the US and tighter fiscal policy, but whether she can achieve the latter will depend on her ability to build... 31st July 2026 · 6 mins read
Latin America Economics Update Lat Am FX outperformance unlikely to last Currencies in Latin American have fared better than those of other EMs over July, but we expect that outperformance to reverse, with currencies depreciating against the dollar over the next 12-18... 30th July 2026 · 3 mins read
Latin America Rapid Response Mexico GDP (Q2 2026 Provisional) The larger-than-expected 1.5% q/q expansion in Mexico’s GDP partly reflected a recovery after Q1’s fall, and it won’t change the outcome of next week’s central bank meeting (a hold at 6.50% is all but... 30th July 2026 · 2 mins read
Latin America Economics Update The macro implications of Lat Am’s shift to the right The political shift to the right in Latin America is likely to lead to a stronger geopolitical alignment with the US and economic policies that reduce country risk premia. Economic reforms may allow... 29th July 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (July 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The region’s performance in Q2 was a mixed bag but lower commodity prices, tighter... 28th July 2026 · 1 min read
Latin America Economics Weekly Mexico’s GDP rebound, smooth(ish) USMCA talks GDP data from Mexico due out next Thursday are likely to show that the economy rebounded last quarter after a contraction in Q1, which may quell some of Banxico's dovish talk. Further out, the outlook... 24th July 2026 · 6 mins read
