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
Latin America Economics Update Mexican interest rates still more likely to fall than rise Recent data suggest that Mexico made a decent start to Q1. However, growth remains vulnerable to a deterioration in external conditions, particularly in the US, and while we are more upbeat than a few... 21st February 2012 · 1 min read
Latin America Economics Focus How exposed are equity markets to investor risk aversion? Whereas all of Latin America’s equity markets would be hit by a renewed bout of investor risk aversion, some appear to be more vulnerable than others. Specifically, Brazilian, Argentine and Mexican... 17th February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Latin America Economics Update QE3 would be a damp squib for Lat Am markets Hopes are rising that further unconventional monetary easing by Western central banks – be it a third round of quantitative easing (QE) by the Fed, or Long Term Refinancing Operations (LTROs) by the... 16th February 2012 · 1 min read
Latin America Economics Update Making sense of Latin America’s inflation conundrum Recent data have given mixed messages on the outlook for inflation in Latin America. On the one hand, inflation seems to be firmly on a downward path in Brazil and Peru. Yet the drop in Chilean... 14th February 2012 · 1 min read
Latin America Economics Focus Mexican banks can weather the euro-zone storm The close links between Mexican banks and the euro-zone have raised fears that the break-up of the monetary union will trigger a banking crisis in Mexico. But while we would caution against dismissing... 7th February 2012 · 1 min read
Latin America Chart Pack A flying start, but can it last? Financial markets in Latin America have made a flying start to 2012 following a recovery in global risk appetite and an improvement in the incoming economic data. Nonetheless, we would caution against... 26th January 2012 · 1 min read
Latin America Economics Update Savings hold the key to dealing with falling commodity prices The recent rebound in commodity prices has eased concerns about growth outlook for Latin America. But the key point remains that the windfall from high prices has been spent, rather than saved... 26th January 2012 · 1 min read
Latin America Economics Update Will China pull the rug from under Latin America? This is the first edition of our new monthly publication Latin America Watch. This will analyse major talking points in the region and preview key data and events. In this issue we look at the impact... 19th January 2012 · 1 min read
Latin America Economics Update Food prices drive Mexican inflation higher While Mexican inflation has risen in recent months, the increase appears to have been due to higher food prices and not the sharp depreciation of the peso. With the economy set to slow this year, and... 9th January 2012 · 1 min read
Latin America Economics Update Resilience in the Mexican economy unlikely to last The latest survey data suggest that the Mexican economy ended 2011 in decent shape. But while the economy may have expanded by about 4.0% last year, we continue to think that this year will be much... 4th January 2012 · 1 min read
