Latin America Data Response Mexico & Brazil Manufacturing PMIs (Nov.) The November manufacturing PMI surveys continue to point to a sustained acceleration in Mexican manufacturing growth over the coming months. By contrast, another fall in the Brazilian PMI signals a... 1st December 2014 · 1 min read
Latin America Data Response Mexico GDP (Q3) Mexican GDP growth accelerated to its fastest pace since 2012 in the third quarterand, with demand from the US set to strengthen, we expect the economy to continueto build momentum over the coming... 21st November 2014 · 1 min read
Latin America Economic Outlook A limp recovery The growing pile of cash held abroad by US firms, which has now reached more than $2trn, or 12% of GDP, is unlikely to provide much of a boost to the economy, not least because the prospects of that... 13th November 2014 · 1 min read
Latin America Data Response Mexico Industrial Production (Sep.) A decline in mining output weighed on Mexican industrial production in September, but strong growth in the manufacturing and construction sectors suggests that the rest of industry is in good shape... 11th November 2014 · 1 min read
Latin America Data Response Mexico Consumer Prices (Oct.) The pick-up in Mexican inflation from 4.2% in September to 4.3% in October probably marks the peak for this cycle. We expect it to edge down over the rest of this year and think it could reach the... 7th November 2014 · 1 min read
Latin America Data Response Brazil & Mexico Manufacturing PMIs (Oct.) October’s PMI survey suggests that Brazilian manufacturing will continue to contract in year-on-year terms as we head into 2015. By contrast, the survey offers further evidence that Mexican... 3rd November 2014 · 1 min read
Latin America Economics Update Assessing the impact of lower oil prices on Latin America The biggest loser from the drop in oil prices within Latin America will be Venezuela and, although the government may make its debt servicing obligations this month, a default seems more likely than... 16th October 2014 · 1 min read
Latin America Economics Update Lower commodity prices and what they mean for Lat Am Fresh falls in global commodity prices in recent weeks have stoked concerns about how Latin America will fare as the tailwinds from the global commodities boom fade. The short point is that regional... 13th October 2014 · 1 min read
Latin America Economics Update Rise in Mexican investment has further to run Stronger investment spending looks set to underpin faster economic growth in Mexico over the coming years. So in contrast to Brazil where weak investment has caused capacity constraints to build and... 9th October 2014 · 1 min read
Latin America Economics Update Brazilian industry under pressure, but Mexico is on the up The September manufacturing PMI for Brazil gives little hope that the economy snapped out of recession in the third quarter. Meanwhile, in Mexico, PMI surveys both at home and in the US continue to... 1st October 2014 · 1 min read
Latin America Economics Update Lat Am markets suffer more than most in latest EM sell-off Markets in Latin America have been hit particularly hard in the latest EM sell-off. A combination of factors has been responsible, including falling commodity prices and a renewed focus on the likely... 30th September 2014 · 1 min read
Latin America Chart Pack Growth concerns come to the fore The past month has seen renewed concerns about the growth outlook for much of Latin America. GDP in the region grew by just 1.1% y/y in Q2 and the available data so far point to a similar pace of... 26th September 2014 · 1 min read
Latin America Economics Update Argentine peso has further to fall The Argentine government has introduced various measures in recent weeks to increase the availability of foreign currency in a bid to stem the depreciation of the peso in both official and unofficial... 15th September 2014 · 1 min read
Latin America Economics Update Mexican industry to drive outperformance of the economy Today’s data provide yet further evidence that Mexican industry is turning the corner. With rising demand from the neighbouring US set to boost the manufacturing sector, and the government’s fiscal... 11th September 2014 · 1 min read
Latin America Economic Outlook Treading water Economic growth in Latin America slowed further in the first half of 2014 and we see little chance of a strong rebound over the coming quarters. The key props to strong growth in the past decade are... 8th September 2014 · 1 min read
Latin America Economics Update Brazil manufacturing may stagnate in Q3, but no rapid rebound August’s manufacturing PMI suggests that while conditions in Brazilian industry may have stopped getting worse, there is little evidence to suggest that manufacturers will lead a rapid rebound from... 1st September 2014 · 1 min read
