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
Latin America Economics Update Mexico’s AI export boom: limited domestic spillovers Mexico has retained only a relatively small share of the value of its exports of AI-related products (our best estimate is that domestic value added accounts for around a third of the total). The... 22nd July 2026 · 6 mins read
Latin America Economics Weekly Argentine joy, oil price jump, Brazil tariffs The US's announcement of a 25% Section 301 US import tariff on Brazil made a splash this week, but the macroeconomic effect is likely to limited. Meanwhile, the renewed rise in oil prices would - if... 17th July 2026 · 5 mins read
Latin America Economics Weekly Mixed news on inflation, Argentina’s debt repayment The larger-than-expected rise in inflation in the Andes in June is likely to pave the way for an interest rate hike in Peru while increasing the chances of Colombia’s central bank continuing its... 10th July 2026 · 5 mins read
Latin America Rapid Response Mexico Consumer Prices (June 2026) The larger-than-expected fall in Mexican inflation, to 3.4% y/y in June, will be welcomed by Banxico and means that interest rates will remain on hold in the near term. That said, we think June... 9th July 2026 · 2 mins read
Latin America Economics Weekly Colombia’s new finance chief, USMCA, Brazil’s growth The nomination of Miguel Gómez Martínez as Colombia's next finance minister points to a much tighter fiscal stance when President-elect de la Espriella takes power. This should also help to quell... 3rd July 2026 · 5 mins read
US Economics Update An (updated) primer on the USMCA joint review We think the popularity of the trade agreement among domestic firms, the potential for backlash from an increasingly assertive Congress, and the likelihood of intervention by the Supreme Court should... 2nd July 2026 · 8 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Jun. 2026) 25th June 2026 · 1 min read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
Latin America Rapid Response Mexico Bi-Weekly CPI (Jun. 2026) The larger-than-expected fall in Mexican inflation, to 3.6% y/y in the first half of June will further ease any pressure on Banxico to raise interest rates in the near term. And the statement at... 24th June 2026 · 2 mins read
Latin America Economics Weekly Colombia votes, Copom confusion Right-wing candidate de la Espriella is well placed to secure Colombia’s presidency on Sunday, paving the way for a shift towards more business-friendly policies and fiscal austerity. But he will... 19th June 2026 · 6 mins read
