Latin America Economics Weekly Peru’s messy election, Brazil’s “Terrabras” Peru's election results are still inconclusive five days after the vote. The scenario in which a far-left candidate (Roberto Sánchez) makes it to the presidential run-off vote, to be held in June... 17th April 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Many major Latin American economies have received a terms-of-trade boost from the... 16th April 2026 · 1 min read
Latin America Economics Update High energy prices a double-edged sword Latin America as a whole is a net beneficiary from higher energy prices, but the terms of trade boost is limited (or in Mexico’s case more than offset) by a lack of domestic refining capacity. The... 13th April 2026 · 5 mins read
Latin America Economics Weekly Strong trade data, inflation jump, Peru votes The early trade data for March suggests that Brazil's economy is, on net, benefitting from the energy price shock and that Chile's rising energy import bill is being offset by strong exports... 10th April 2026 · 7 mins read
Latin America Economics Update Three key challenges for Peru’s next president While the latest polls suggest that the race for Peru’s presidency remains open, a highly fragmented legislature looks the most likely outcome whoever wins. Navigating a divided congress will be a key... 7th April 2026 · 4 mins read
Latin America Economics Weekly Few signs of fuel subsidies, the right on the rise Governments in Latin America, unlike those in other parts of the emerging world, have generally refrained from large fiscal measures to shield households and businesses from higher energy prices... 27th March 2026 · 7 mins read
Latin America Economics Weekly Copom cuts, Venezuelan oil to the rescue? Brazil's central bank kicked off its easing cycle this week and, given how high real interest rates are, we think that it's one of the few EMs that has room to loosen policy further even if global... 20th March 2026 · 7 mins read
Latin America Economics Weekly Terms of trade boost, Copom: 25bp vs 50bp As net energy exporters, most major Latin American economies benefit on net from the renewed leg up in oil prices. As thing stand, we don't think the inflationary impact will stop Brazil's central... 13th March 2026 · 7 mins read
Latin America Economics Weekly What the war in Iran means for Latin America Most major Latin American economies will see a terms-of-trade boost from the surge in energy prices due to the war in Iran. Most of the windfall will be saved, providing relief to fragile public... 6th March 2026 · 5 mins read
Event LatAm Drop-In: Iran conflict and the implications for Latin America 11th March 2026, 3:00PM GMT How will the surge in energy prices affect Latin American economies – and how might the region’s central banks respond?
Latin America Economics Weekly Peru ousts another president, Colombia rebalancing? The ousting of Peru's President Jerí this week will have limited immediate economic implications given that Peru's balance sheet is strong. But political instability - which is unlikely to go away... 20th February 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Feb. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Despite a modest acceleration last quarter, aggregate Latin America growth was... 18th February 2026 · 1 min read
Latin America Economics Weekly China-Panama rupture, precious metals & Lat Am The Panamanian Supreme Court’s decision to annul the licences that allowed a Hong Kong based firm to operate in the Panama Canal has been met with a backlash from China. While it’s not clear if China... 6th February 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Jan. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Sluggish growth and target-bound inflation should give central banks room to... 20th January 2026 · 1 min read
Latin America Chart Pack Latin America Chart Pack (Dec. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Regional GDP growth will slow next year, which combined with softer inflation... 15th December 2025 · 1 min read
Latin America Economics Weekly Brazil’s consumer slowdown, the “Trump Corollary” GDP data from Brazil released this week showed that the economy slowed in Q3 - a trend we expect to continue into 2026. While the Selic rate is all but certain to be left on hold on Wednesday, the... 5th December 2025 · 7 mins read
