Latin America Chart Pack Inflation has further to fall The decision by Brazil’s central bank earlier this month to cut interest rates once again has raised concerns in some quarters about the outlook for inflation over the rest of this year. As it happens... 25th April 2012 · 1 min read
Latin America Economics Update Mexico Election Watch: PRI consolidates its lead The latest opinion polls suggest that not only does the PRI’s Enrique Peña Nieto have a healthy lead in the race to July’s presidential election, but that his party may also take control of Congress... 20th April 2012 · 1 min read
Latin America Economics Update How is growth shaping up in Latin America? It was beginning to feel like somebody had turned the clock back twelve months. With the first quarter of 2012 bringing a renewed sense of calm to global markets and a rebound in activity across the... 19th April 2012 · 1 min read
Latin America Economics Update Credit growth still uncomfortably strong The recent slowdown in Brazilian bank lending highlights the unsustainable nature of rapid credit growth in parts of Latin America. Credit risks are greatest in Argentina and Venezuela, while the... 16th April 2012 · 1 min read
Latin America Economics Update Balanced growth suggests Mexico will continue to outperform While Brazilian GDP growth has outstripped that of Mexico in recent years, it has been very unbalanced. That has left Mexico better placed to weather any external shocks. As a result, we expect Mexico... 12th April 2012 · 1 min read
Latin America Economics Update Mexican survey data strong, but rates could still fall this year The latest survey data suggest that the Mexican economy may have expanded by an impressive 1.2% q/q in Q1. Even so, with the risks to growth and inflation to the downside, policymakers have recently... 3rd April 2012 · 1 min read
Latin America Economics Update Mexico Election Watch: Will Peña Nieto push through reforms? The Mexican presidential election race formally begins today and the latest polls suggest that the PRI’s Enrique Peña Nieto is likely to triumph in July’s vote. But while Mr. Peña Nieto has identified... 30th March 2012 · 1 min read
Latin America Chart Pack Markets pause for breath The rebound in financial markets across Latin America since the start of the year has lost some momentum in recent weeks. Having rallied by 10% or so in the first two months of this year, most of the... 29th March 2012 · 1 min read
Latin America Economics Update Jump in oil prices is a net benefit for Latin America Latin America is one of the few regions to have benefitted from the $25pb jump in oil prices over the past six months or so: higher prices provide a prop to regional growth and, for now at least, the... 28th March 2012 · 1 min read
Latin America Economics Update Brazil’s growth model under the spotlight News that Brazil last year overtook the UK to become the world’s sixth largest economy is further evidence, if any was needed, of the continued rebalancing of global economic power towards the... 20th March 2012 · 1 min read
Latin America Economics Update Mexican interest rates still more likely to fall than rise The Mexican Central Bank (BANXICO) left interest rates on hold at 4.5% this afternoon after the outlook for economy brightened. Rates look set to remain on hold for the time being. But while the... 16th March 2012 · 1 min read
Latin America Economic Outlook Bumps in the road The immediate outlook for Latin America has brightened in recent months as fears of a renewed crisis in the developed world have eased. But even so, while the region is likely to outperform most... 15th March 2012 · 1 min read
Latin America Economics Update Mexico set for period of steady, yet unspectacular, growth The outlook for Mexican economy has brightened in recent months. Demand from the US is strengthening, while there are signs that domestic activity is recovering. But even so, we doubt that the current... 13th March 2012 · 1 min read
Latin America Economics Update Mexico Election Watch: Presidential race starting to heat up The latest opinion polls suggest that the Mexican presidential election may be closer than expected. Further gains for the left-wing Andrés Manuel López Obrador may spark some turbulence, but in... 7th March 2012 · 1 min read
Latin America Economics Update Capital inflows threaten to destabilise Latin America Large capital inflows to Latin America have resumed in recent months. If we are right in expecting the euro-zone crisis to worsen later this year, then risk appetite is likely to deteriorate and lead... 5th March 2012 · 1 min read
Latin America Chart Pack Signs of a return to “two-speed” growth Activity in much of Latin America appears to have picked up over the past couple of months, following the slowdown seen over the second half of last year. But while worries about the overall pace of... 22nd February 2012 · 1 min read
