Latin America Chart Pack 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 Chart Pack 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 Chart Pack 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 Chart Pack 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 Chart Pack Omicron may hinder already weakening recoveries Recoveries across Latin America have lost momentum in Q4 even though, unlike in other regions such as Europe, new COVID-19 cases generally remain low and containment measures are still light-touch at... 22nd December 2021 · 14 mins read
Latin America Chart Pack 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
Latin America Chart Pack Fiscal risks in the spotlight The growing likelihood that Brazil’s government will circumvent its spending cap adds to broader signs that austerity is becoming politically difficult to implement across the region. For instance... 26th October 2021 · 10 mins read
Latin America Chart Pack External headwinds growing Falling new virus cases and the lifting of restrictions have boosted economies across the region in Q3, but the deteriorating external backdrop will put a lid on growth from here. Even with an orderly... 28th September 2021 · 14 mins read
Latin America Chart Pack Inflation risks growing Inflation is at, or close to, multi-year highs across Latin America which has prompted a slew of interest rate hikes across the region. We think that central banks in Brazil, Mexico, Chile and Peru... 19th August 2021 · 14 mins read
Latin America Chart Pack Q3 looking brighter While the regional economic recovery stuttered in Q2, it appears to be gathering pace in Q3. New COVID-19 cases have dropped back, particularly in Chile and Uruguay suggesting that their rapid... 27th July 2021 · 11 mins read
Latin America Chart Pack Economic ‘immunity’ improving Latin America is once again the global epicentre of COVID-19 but, from an economic perspective, the region has built up significant immunity to the virus. Indeed, despite the surge in new virus cases... 29th June 2021 · 14 mins read
Latin America Chart Pack Political risks coming to the fore Political risks have intensified in the Andes this month, which could be part of a broader trend throughout the region. In Colombia, the protests against tax reforms have pushed policymakers away from... 26th May 2021 · 13 mins read
Latin America Chart Pack Diverging policy responses to rising inflation Inflation is above target in Brazil and Mexico, with Chile set to follow in the coming months, but only in the former is the central bank likely to respond with (further) interest rate hikes. Brazil’s... 27th April 2021 · 11 mins read
Latin America Chart Pack Bumpy regional recovery faces another hurdle Latin America’s recovery has been far from plain sailing, and the recent rise in new COVID-19 cases across the region is yet another setback. This is most worrying in Brazil, where the health system... 30th March 2021 · 13 mins read
Latin America Chart Pack Populism rearing its head…again The tide is turning towards populist policymaking in Latin America once again. Most notably, Brazilian President Bolsonaro’s move to fire Petrobras’ CEO, Roberto Castello Branco, may be a prelude to... 25th February 2021 · 14 mins read
Latin America Chart Pack A challenging Q1 The surge in COVID-19 cases and tightening of containment measures across most of the region are likely to bring the economic recovery in Latin America to a standstill in Q1. High-frequency mobility... 28th January 2021 · 10 mins read
