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Trump casts a shadow, fiscal risks to intensify

Tight policy, deteriorating terms of trade and, in Mexico’s case, US trade protectionism will keep GDP growth in Latin America weak and below consensus expectations in the coming years. Fiscal risks will remain in the spotlight as governments fail to meet their budget targets, with risks most acute in Brazil and Colombia. This, alongside higher yields in the US and lower commodity prices, will leave the region’s currencies on the backfoot.  

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