Latin America Chart Book External vulnerabilities to ease as growth weakens The latest data suggest that current account deficits in the region’s major economies narrowed towards the end of last year, which is particularly good news for Colombia and Chile. Both were running... 22nd February 2023 · 15 mins read
Latin America Economic Outlook Central banks to ease off the brakes as growth slows The recent resilience of economic activity in Latin America will not last and we think that growth will slow by more than most expect in 2023. Having been among the first to tighten monetary policy... 7th December 2022 · 25 mins read
Latin America Economics Weekly Colombia’s vulnerabilities, Peru’s chaos, Venezuelan oil The easing of some US sanctions will give a small boost to Venezuela’s oil output, but it would take much more on the sanctions front – as well as huge investment – to boost oil production... 2nd December 2022 · 8 mins read
Latin America Chart Book Region slowing Data released over the past month or so suggest that most economies across the region fared well in Q3. GDP growth in Mexico and Colombia came in well above expectations and hard activity data from... 17th November 2022 · 12 mins read
Latin America Chart Book High inflation fuels strikes and protests High inflation seems to be causing growing unrest in the region, which threatens to be economically disruptive and raise fiscal concerns. Recent protests in Ecuador have hit its oil sector hard, while... 28th June 2022 · 14 mins read
Latin America Chart Book Colombia: no more business as usual The first round of Colombia’s presidential election has set up a close race between left-wing Gustavo Petro and populist Rodolfo Hernández in the second round vote on 19th June. The vote was a major... 30th May 2022 · 14 mins read
Latin America Chart Book Food inflation a growing concern Inflation continues to march higher in Latin America, most recently driven by surging food prices owing to poor domestic weather conditions and rising global agricultural prices. This has led to... 27th April 2022 · 11 mins read
Latin America Economic Outlook High commodity prices won’t lift all boats The surge in commodity prices will drive stronger regional growth than the consensus expects this year, but not all economies in Latin America will benefit. While Brazil and Colombia will see a terms... 21st April 2022 · 26 mins read
Latin America Chart Book Commodities boost Lat Am markets, economies less so High commodity prices caused by the war in Ukraine have driven a rally in Latin American currencies and equities this month, and are causing exports to surge. Weekly trade figures from Brazil and... 31st March 2022 · 16 mins read
Latin America Economics Weekly US-Venezuela ties, Brazil fuel price hike A meeting this week between officials from the US and Venezuelan governments could be the first step on a long road towards sanctions being lifted on the country. That would be necessary for Venezuela... 11th March 2022 · 7 mins read
Latin America Chart Book Fresh headwinds appear The easing of Omicron waves, and loosening of restrictions, across Latin America will have given a lift to recoveries in recent weeks, but the fallout from the Russia-Ukraine crisis presents a fresh... 24th February 2022 · 16 mins read
Latin America Economics Update Signs of life in Venezuela’s oil sector Oil production in Venezuela has been showing signs of life, and there is probably scope for further gains in the near term. But it would require a lifting of sanctions and significant investment over... 21st February 2022 · 5 mins read
Latin America Economics Update High oil prices more harm than good for Lat Am Persistently high oil prices would bode ill for current account positions in much of Latin America, adding to the existing vulnerabilities in Chile. It would also keep inflation elevated, leading to... 16th February 2022 · 3 mins read
Latin America Chart Book Some good news on the political front Political risk will be a major theme once again in Latin America this year, although recent developments have given cause for cautious optimism. Chilean President-elect Boric’s appointment of Mario... 25th January 2022 · 11 mins read
Latin America Economic Outlook Falling to the back of the pack The regional recovery will lag further behind others in the emerging world in the coming years. The Omicron-led surge in virus cases presents a risk to growth in the near term, but we suspect that the... 20th January 2022 · 25 mins read
Latin America Chart Book Political storm clouds lifting for investors…for now Political developments in Latin America have generally turned in investors’ favour this month. Right-wing José Antonio Kast beat his left-wing rival, Gabriel Boric, in the first round of Chile’s... 24th November 2021 · 14 mins read
