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
Latin America Economic Outlook Diverging rate paths Latin America has been resilient to the energy shock but other headwinds are likely to hold back regional growth to around 2% over the coming years, making it the worst-performing EM region. The... 18th June 2026 · 21 mins read
Latin America Economics Weekly Fujimori edges ahead, CPI prints, Copom to hold It's looking increasingly likely that right-wing candidate Fujimori will secure Peru's presidency. She's likely to govern on a conservative, market-friendly platform, but her ability to push through... 12th June 2026 · 5 mins read
Latin America Rapid Response Mexico Consumer Prices (May 2026) The larger-than-expected fall in Mexican inflation, to 3.9% y/y in May, will be welcomed by Banxico and means that the policy rate is likely to remain at 6.50% in the foreseeable future. 9th June 2026 · 2 mins read
Latin America Economics Weekly Colombia shifts right, 301 tariffs, El Niño Abelardo de la Espriella’s victory in the first round of Colombia’s presidential election increases the likelihood of a shift to more pro-market policymaking and improved relations with the US. But we... 5th June 2026 · 5 mins read
Latin America Economics Update The price of free time in Latin America Latin America is seeing a wave of labour market reforms that reduce maximum working hours with no reduction in compensation, which could raise inflation and reduce competitiveness. It appears most... 2nd June 2026 · 5 mins read
Latin America Economics Weekly Colombia votes, Mexico’s export surge Colombians head to the polls on Sunday to elect a new president, with the three front-runners holding sharply different views on policymaking and how to address Colombia’s fiscal challenges. If... 29th May 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (May 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. High energy prices have given a boost to terms of trade in many Latin American... 27th May 2026 · 1 min read
Latin America Economics Weekly Copom rates, Brazil’s rare earths, fiscal developments With the latest indicators suggesting that Brazil's economy is holding up well and the labour market is still strong, we now expect the Selic rate to end this year at 13.25% (compared to 12.50%... 8th May 2026 · 5 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (May 2026) Mexico’s central bank (Banxico) made clear in its communications today that its 25bp interest rate cut, to 6.50%, marks the last in the cycle. We think this is now likely to be followed by a prolonged... 7th May 2026 · 2 mins read
Latin America Rapid Response Mexico Consumer Prices (Apr. 2026) The small fall in Mexican inflation (both headline and core) last month, taken together with the decline in GDP in Q1, gives policymakers at the central bank room to deliver one final 25bp rate cut in... 7th May 2026 · 2 mins read
