Latin America Economics Update Brazil’s next government faces a fiscal reckoning Brazil’s next government will inherit a fiscal position that requires fiscal tightening to the tune of 3.0% of GDP to stabilise the public debt ratio. A Bolsonaro victory would offer a path towards... 22nd September 2026 · 4 mins read
Emerging Europe Economics Weekly Turkey’s markets wobble, Russians head to the polls The stress experienced by some Turkish investment funds this week appears to have been contained, but it has exposed Turkey’s sensitivity to a reversal in foreign capital flows. An interest rate cut... 18th September 2026 · 5 mins read
Latin America Economics Focus Brazil’s growth boom has run out of road The cyclical factors that drove Brazil’s strong post-pandemic growth have now been exhausted, and we think there will be a much sharper slowdown than most expect over the coming years. GDP growth is... 17th September 2026 · 15 mins read
Middle East & North Africa Economics Weekly East-West pipeline, rate hikes, Morocco’s election The attack on Saudi Arabia’s East-West oil pipeline poses a downside risk to our growth forecast. The fiscal hit could also be significant, limiting scope for a policy response to support the economy... 17th September 2026 · 5 mins read
Emerging Europe Economics Update Key questions on Russia’s Duma election Russians head to the polls from Friday in the country’s first parliamentary election since the invasion of Ukraine. While the outcome is not in doubt, the result will offer clues about public... 16th September 2026 · 5 mins read
Latin America Economic Outlook Stuck in the slow lane Tight fiscal stances, deteriorating terms of trade and weakening labour markets mean that Latin American economies will continue to struggle and we think regional growth will come in below 2% in the... 10th September 2026 · 21 mins read
Australia & New Zealand Economics Update NZ Labour’s tax plan risks delaying housing rebound Opinion polls suggest that New Zealand’s Labour party has a path back to power in November’s general election. Labour’s plan to introduce a capital gains tax on residential investment property risks... 8th September 2026 · 4 mins read
Latin America Economics Update Brazil’s election: the state of play one month out Brazil’s presidential election race has tightened sharply, with polls now pointing to a close run-off between Lula and Flávio Bolsonaro. The candidates offer markedly different economic and foreign... 3rd September 2026 · 3 mins read
Event EM Drop-In: Brazil’s election – reshaping Brazil’s economic and geopolitical outlook 24th September 2026, 3:00PM BST Brazil’s presidential election on 4th October could set the country on a markedly different economic and geopolitical path.
Latin America Economics Update Argentina’s uneven growth to persist Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening... 25th August 2026 · 4 mins read
Latin America Economics Weekly What next for BanRep?, Argentina’s China ties One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the... 7th August 2026 · 5 mins read
Latin America Economics Update Colombia: The challenges facing de la Espriella The major economic challenge facing Abelardo de la Espriella when he assumes Colombia’s presidency on Friday will be stabilising the public finances after years of fiscal largesse under outgoing... 5th August 2026 · 3 mins read
Latin America Economics Weekly Regional rightward shift, Copom’s final rate cut? Keiko Fujimori's initial steps as Peru’s president point towards improved relations with the US and tighter fiscal policy, but whether she can achieve the latter will depend on her ability to build... 31st July 2026 · 6 mins read
Latin America Economics Update The macro implications of Lat Am’s shift to the right The political shift to the right in Latin America is likely to lead to a stronger geopolitical alignment with the US and economic policies that reduce country risk premia. Economic reforms may allow... 29th July 2026 · 5 mins read
Latin America Economics Weekly De la Espriella’s challenges, Copom seeks to clarify The market reaction to Abelardo de la Espriella’s victory in Colombia’s presidential election hasn’t been as buoyant as might have been hoped, which may reflect concerns about the difficulties he will... 26th June 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
