Latin America Rapid Response Mexico Interest Rate Announcement (Nov.) 14th November 2024 · 2 mins read
Latin America Rapid Response Brazil IPCA (Oct. 2024) The further rise in Brazil’s headline inflation rate to 4.8% y/y in October means that the central bank is almost certain to deliver additional interest rate hikes at its upcoming meetings. The risks... 8th November 2024 · 2 mins read
Latin America Rapid Response Mexico Consumer Prices (Oct. 2024) The larger-than-expected rise in Mexico’s headline inflation rate, to 4.8% y/y in October, was driven entirely by a jump in agricultural price inflation. Core inflation edged down last month which... 7th November 2024 · 2 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Nov. 2024) 6th November 2024 · 2 mins read
Latin America Rapid Response Mexico GDP (Q3 Provisional) The stronger-than-expected 1.0% q/q expansion in Mexico’s economy in Q3 confirms that the economy pulled out of the slump seen in the first half of the year last quarter. We still think the conditions... 30th October 2024 · 2 mins read
Latin America Rapid Response Brazil & Mexico Bi-Weekly CPI (Oct. 2024) The fall in Mexican core services inflation in the first half of October in principle gives Banxico space to press ahead with another 25bp rate cut next month, but much will hinge on the outcome of... 24th October 2024 · 2 mins read
Latin America Rapid Response Mexico & Brazil Consumer Prices (Sep. 2024) The rise in Brazil’s headline inflation rate to 4.4% y/y in September was mainly due to drought-related effects on food and electricity prices but, even so, it will reinforce the hawkishness of Copom... 9th October 2024 · 2 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Sep.) 26th September 2024 · 2 mins read
Latin America Rapid Response Mexico Bi-Weekly CPI (Sep. 2024) The larger-than-expected fall in Mexican inflation in the first half of September, to 4.7% y/y, supports our view that Banxico will continue its easing cycle with another 25bp cut on Thursday. 24th September 2024 · 2 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Sep. 2024) 18th September 2024 · 2 mins read
Latin America Rapid Response Brazil IPCA (Aug. 2024) Brazil’s headline inflation dropped back to 4.2% y/y in August, but there was yet another increase in underlying services inflation which sets the stage for an interest rate hike at next week’s policy... 10th September 2024 · 2 mins read
Latin America Rapid Response Mexico Consumer Prices (Aug. 2024) The larger-than-expected fall in Mexico’s headline inflation rate, to 5.0% y/y in August, alongside the likelihood of a Fed rate cut next week, mean that Banxico is on track to lower its policy rate... 9th September 2024 · 2 mins read
Latin America Rapid Response Brazil GDP (Q2 2024) The much stronger-than-expected Brazilian GDP figure for Q2, of 1.4% q/q, means that the economy now appears to be on course to expand by 3% over the year as a whole. The flip side is that it will... 3rd September 2024 · 2 mins read
Latin America Rapid Response Brazil IPCA-15 (Aug. 2024) The small fall in Brazil’s headline inflation rate, to 4.35% y/y in the first half of August, alongside the prospects of a Fed rate cut next month, means that Copom is most likely to leave rates... 27th August 2024 · 2 mins read
Latin America Rapid Response Mexico Bi-Weekly CPI (Aug. 2024) The fall in Mexican inflation in the first half of August, to 5.2% y/y, alongside clear signals from the Fed that it will start loosening monetary policy next month, supports our view that Banxico... 22nd August 2024 · 2 mins read
