Latin America Economics Weekly

Latin America Weekly: Lat Am in Trump’s firing line, good news on inflation

The broad-based falls shown in the CPI figures for June suggest that the inflation picture in Latin America has become a bit better, supporting our view that central banks in many places will deliver...

11th July 2025 · 5 mins read

Latin America Economics Update

Lat Am central banks to surprise on the dovish side

Our views on the outlook for monetary policy in Latin America have been on the hawkish side for some time, but we now think that there’s scope for interest rates in many countries in the region to...

2nd July 2025 · 3 mins read

Latin America Chart Pack

Latin America Chart Pack (Jun. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Mexico has weathered the US’s shift toward protectionism better than many feared...

17th June 2025 · 1 min read

Latin America Economic Outlook

Latin America Outlook: US protectionism just one of many challenges

Mexico has emerged from the US’s shift to protectionism better than was feared a few months ago. But the economy will still struggle to eke out any growth this year. And while the rest of the region...

12th June 2025 · 21 mins read

Latin America Chart Pack

Latin America Chart Pack (May 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. We doubt that the region’s strong start to the year will be sustained given the...

27th May 2025 · 1 min read

Latin America Economics Update

Lat Am elections: about to shift back to the right?

The low public support for (left-wing) incumbents in many of Latin America’s largest economies, taken together with weak public finances, suggests that the wave of the upcoming elections could act as...

21st May 2025 · 8 mins read

Latin America Economics Weekly

Latin America Weekly: Lower oil prices, Banxico on track for another 50bp cut

The downward revision to our oil price forecast is likely to exacerbate public finance risks in some of the region's major oil producers, notably Colombia and Ecuador. But other countries, especially...

9th May 2025 · 6 mins read

Latin America Chart Pack

Latin America Chart Pack (Apr. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin America generally got off lightly on ‘liberation day’, but the indirect...

15th April 2025 · 1 min read

Latin America Economics Weekly

Latin America Weekly: Getting off relatively lightly

Governments across Latin America are likely to be breathing sighs of relief following US President Trump’s tariff announcement on Wednesday - they've ended up facing tariff rates at the lower end of...

4th April 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Mar. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The protectionist shift in the US will weigh heavily on Mexico’s economy, which at...

26th March 2025 · 1 min read

Latin America Economic Outlook

Latin America Outlook: Tariffs not the only headwind

Mexico is one of the most vulnerable countries to US import tariffs and, at best, the economy will just about eke out positive growth this year. More sweeping tariffs than we have embedded in our...

20th March 2025 · 21 mins read

Latin America Economics Update

Peru: slowing but still a regional outperformer

Peru’s economy grew strongly in 2024 but we think that a combination of domestic and external headwinds will cause growth to slow by more than most expect over the coming years. But it is still likely...

17th March 2025 · 4 mins read

Latin America Economics Weekly

Latin America Weekly: Trump tariffs on Mexico: ¯\_(ツ)_/¯

Mexico may have received a (belated) reprieve from US tariffs this week, but some goods will still be subject to US duties now and there’s still the lingering uncertainty about what (if any) tariffs...

7th March 2025 · 5 mins read

Latin America Economics Weekly

Latin America Weekly: Colombia’s investment, auto tariffs

The bright spot in the Colombian Q4 GDP data published this week was the rise in fixed investment, but the volatile political situation and low savings rate will limit the rise in the coming years...

21st February 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Feb. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Some major Latin American economies are among the most exposed to the steel and...

17th February 2025 · 1 min read