Latin America Economics Weekly
Easing inflation, Chile shifts right, Mexico’s super-peso
The raft of April inflation figures released this week showed a more marked decline in core price pressures. That being said, we don’t think inflation (or interest rates) will fall as far as many...
Emerging Markets Economics Update
Inflation expectations fall, but reasons for caution
Our dataset on inflation expectations across EMs shows some encouraging falls since 2022 and supports our view that, with EM inflation likely to fall further, monetary easing cycles will start in the...
Latin America Economics Update
Banxico & BanRep close to but not at the end of their cycles
Central banks in Mexico and Colombia both delivered 25bp hikes yesterday, and hinted that these could be the end of their cycles. But, on balance, we think that the strength of inflation will prompt...