Latin America Rapid Response Mexico GDP (Q4 2025 Provisional) The stronger-than-expected Mexican Q4 GDP figure, of 0.8% q/q, adds to reasons to think that Banxico will pause the easing cycle when it meets next week. But in spite of what looks like a relatively... 30th January 2026 · 2 mins read
Emerging Markets Financial Risk Monitor EM Financial Risk Monitor (Jan. 2026) Our proprietary EM financial risk indicators show that vulnerabilities are becoming increasingly isolated, with the number of countries at “high risk” of a crisis now at multi-year lows. Sovereign... 29th January 2026 · 1 min read
Latin America Rapid Response Mexico Bi-Weekly CPI (Jan. 2026) The small rise in Mexican inflation, to 3.8% y/y in the first half of January supports our view that Banxico will leave its policy rate unchanged at 7.00% at its next meeting in February. 22nd January 2026 · 2 mins read
Latin America Chart Pack Latin America Chart Pack (Jan. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Sluggish growth and target-bound inflation should give central banks room to... 20th January 2026 · 1 min read
Latin America Economics Weekly US-Venezuela thaw, Mexico’s AI exports, BanRep hikes Recent developments point to a thawing in relations between the US and Venezuela under interim President Delcy Rodríguez, with a possible rolling back of sanctions now being discussed by US officials... 16th January 2026 · 5 mins read
Latin America Economics Weekly The Donroe Doctrine unleashed The seizure of Venezuela's President Maduro by the US this week has underscored that the Western Hemisphere is firmly back in the US’s foreign policy focus. For Venezuela itself, oil will undoubtedly... 9th January 2026 · 5 mins read
Latin America Rapid Response Mexico Consumer Prices (Dec. 2025) The small fall in Mexican inflation to 3.7% y/y in December leaves the door open to a February cut but the central bank’s cautious tone, alongside still elevated core price pressures, means that we... 8th January 2026 · 2 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Dec. 2025) Mexico’s central bank (Banxico) delivered another 25bp interest rate cut, to 7.00%, today but its communications suggest that it will likely pause at the next meeting in February. We expect a more... 18th December 2025 · 2 mins read
Latin America Chart Pack Latin America Chart Pack (Dec. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Regional GDP growth will slow next year, which combined with softer inflation... 15th December 2025 · 1 min read
Latin America Economics Weekly Colombia’s fiscal risks, Mexico’s China tariffs The Colombian senate’s rejection of President Petro's tax bill adds to our concerns that the country's already-fragile public finances are likely to deteriorate further ahead of next year’s election... 12th December 2025 · 8 mins read
Latin America Rapid Response Mexico Consumer Prices (Nov. 2025) The rise in Mexican inflation to 3.8% y/y in November is unlikely to stop Banxico from cutting its policy rate by another 25bp next week. But it supports our view that the easing cycle will be more... 9th December 2025 · 2 mins read
Latin America Economics Weekly Brazil’s consumer slowdown, the “Trump Corollary” GDP data from Brazil released this week showed that the economy slowed in Q3 - a trend we expect to continue into 2026. While the Selic rate is all but certain to be left on hold on Wednesday, the... 5th December 2025 · 7 mins read
Latin America Economic Outlook Electoral forks in the road Latin America’s GDP growth is likely to slow a little in 2026 and, with inflation softening, monetary easing is likely to continue. The scale of rate cuts will vary across countries, with a large... 4th December 2025 · 23 mins read
Latin America Economics Update AI boom fuelling Mexico’s exports The sharp rise in Mexico’s goods exports in October underscores that the country’s external sector has continued to fare well in the face of US tariffs. That has been helped by a surge in sales of... 27th November 2025 · 3 mins read
Latin America Rapid Response Mexico Bi-Weekly CPI (Nov. 2025) The Mexican inflation outturn of 3.6% y/y in the first half of November, coming alongside the contraction in GDP in Q3, means Banxico will probably opt for another 25bp cut at its next meeting... 24th November 2025 · 2 mins read
Latin America Chart Pack Latin America Chart Pack (Nov. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Aggregate Latin American growth slowed in Q3 and we doubt that there will be a... 20th November 2025 · 1 min read
