Latin America Chart Pack Mexico turning the corner The past month has brought signs that Mexico’s economy is finally turning the corner. latestdata suggest that the Mexican economy has turned the corner. GDP expanded by a seasonally-adjusted 1.0% q/q... 28th August 2014 · 1 min read
Latin America Economics Update No signs of contagion from Argentine debt saga The ongoing Argentine debt dispute continues to disrupt local markets, but so far there has been no contagion to the rest of the region. Equities have performed well so far in August, while it has... 26th August 2014 · 1 min read
Latin America Economics Update Mexican economy gaining momentum The fact that the annual rate of Mexican GDP growth slowed to just 1.6% in the second quarter (from 1.9% in Q1) will probably grab the headlines, but the bigger picture is that q/q growth accelerated... 21st August 2014 · 1 min read
Latin America Economics Update A fork in the road Data on vehicle production released over the past month suggest contrasting fortunes for Latin America’s two largest economies. While Mexico seems to be turning a corner and growth over the second... 13th August 2014 · 1 min read
Latin America Economics Update Credit growth cools, but vulnerabilities persist The pace of private sector lending growth in most parts of Latin America has continued to cool this year, but the credit boom of the past decade means that vulnerabilities persist in a few places. At... 5th August 2014 · 1 min read
Emerging Markets Economics Update Asia drives rebound in EM manufacturing According to the latest batch of PMI data, manufacturing activity across the emerging world strengthened in July supported largely by a continued improvement in Emerging Asia, in particular China... 4th August 2014 · 1 min read
Latin America Economics Update More bad news for Brazilian industry Brazilian industrial production contracted sharply in June and July’s weak manufacturing PMI suggests that there could be more bad news in the pipeline. By contrast, the outlook for Mexican industry... 1st August 2014 · 1 min read
Latin America Chart Pack Argentina teeters on the brink of another default With talks between Buenos Aires and holdout bondholders seemingly having stalled, it appears increasingly likely that Argentina will be prevented from making an interest payment that is due on... 25th July 2014 · 1 min read
Latin America Economics Update More gloom for Brazil’s manufacturers June’s business surveys suggest that manufacturing in Brazil is doing little more than stagnating. By contrast, the outlook for Mexican manufacturers is much brighter – the latest survey data suggest... 1st July 2014 · 1 min read
Latin America Economics Update Contagion from Argentine debt dispute limited So far at least, financial markets in Argentina have largely shrugged off the fact that, barring a last minute deal with holdout creditors, the government now seems destined to enter a technical... 30th June 2014 · 1 min read
Latin America Chart Pack World Cup proving a welcome distraction for Brazil The 2014 Football World Cup is proving to be a welcome distraction from yet more downbeat news on Brazil’s economy over the past month. Our GDP Tracker suggests that, after dropping to just 1.9% y/y... 27th June 2014 · 1 min read
Latin America Economic Outlook Stuck in the slow lane Latin America’s economy looks set to remain stuck in the slow lane over the next couple of years. The drivers of strong growth over the past decade – including rapid credit growth and strong global... 19th June 2014 · 1 min read
Latin America Economics Update A weak first half for growth After a torrid 2013, financial markets across Latin America have enjoyed a decent run over the first half of 2014, with most equity markets up by around 5% and bond yields edging down too. However... 11th June 2014 · 1 min read
Latin America Economics Update Mexico: Improving inflation outlook to keep interest rates low An improving outlook for inflation in Mexico suggests that Friday’s surprise interest rate cut is unlikely to be reversed in a hurry. We expect interest rates to remain at their new historic low of 3... 9th June 2014 · 1 min read
Latin America Economics Update Manufacturing PMI points to further weakness in Brazil Today’s manufacturing PMI data for May add to the evidence that the Brazilian economy continued to struggle in the second quarter. Meanwhile, although the US ISM manufacturing index unexpectedly fell... 2nd June 2014 · 1 min read
Latin America Chart Pack GDP growth slowed in Q1, likely to remain sluggish First quarter GDP data released over the past month suggest that the region’s economy slowed further at the start of this year, with growth dipping to just 2.0% y/y in Q1, down from 2.2% y/y in Q4... 2nd June 2014 · 1 min read
