Filtered by Subscriptions: Latin America Economics Use setting Latin America Economics
This report is only available as a PDF. Click to download. … Market still overestimating pace of Brazilian rate hikes …
22nd July 2010
This report is only available as a PDF. Click to download. … Mexican investment boom is some way off …
20th July 2010
Although the incoming data from Latin America have shown tentative signs that the recovery in the region is losing some of its steam, this is in line with our expectations and does not alter the outlook for monetary policy. Policymakers in Brazil are …
19th July 2010
This report is only available as a PDF. Click to download. … Chilean rates edging up while Mexico's remain on hold …
16th July 2010
This report is only available as a PDF. Click to download. … Brazil's consumer boom probably stalled in Q2 …
13th July 2010
This report is only available as a PDF. Click to download. … Mexico’s industrial recovery losing some of its steam …
12th July 2010
This report is only available as a PDF. Click to download. … Peruvian central bank stays ahead of the game …
9th July 2010
This report is only available as a PDF. Click to download. … Inflation still benign in Chile and Mexico …
8th July 2010
This report is only available as a PDF. Click to download. … Q2 may have been the high-point for Mexican industry …
6th July 2010
This report is only available as a PDF. Click to download. … Brazil Election Watch: Dilma pledges to build on Lula’s legacy …
2nd July 2010
This report is only available as a PDF. Click to download. … Brazil's recovery losing some of its steam …
1st July 2010
This report is only available as a PDF. Click to download. … Chile: Recovery back on track …
30th June 2010
The latest data from the region have been somewhat softer than expected. Industrial production slowed in both Brazil and Mexico last month, while forward looking indicators weakened too. Data on the household side have also disappointed – Brazilian retail …
29th June 2010
Colombia had a relatively ‘good’ crisis but following his victory in Sunday’s election the new President, Juan Manuel Santos, will need to pursue aggressive supply-side reforms to mitigate the threat of ‘Dutch disease’. Top of the list should be measures …
23rd June 2010
This report is only available as a PDF. Click to download. … Brazil Election Watch: Serra sets out his stall …
22nd June 2010
This report is only available as a PDF. Click to download. … Argentina recovering but official data still too rosy …
21st June 2010
This report is only available as a PDF. Click to download. … Central Bank of Chile begins to tighten monetary policy …
16th June 2010
This report is only available as a PDF. Click to download. … Brazil: April’s dip in retail sales won’t stop BCB from hiking …
With the recovery well underway in most parts of Latin America the monetary tightening cycle has begun in some parts of the region. Policymakers in Brazil are in the midst of an aggressive tightening cycle as they front-load rate hikes in order to calm …
14th June 2010
This report is only available as a PDF. Click to download. … Peruvian rates edge up again …
11th June 2010
This report is only available as a PDF. Click to download. … Brazilian Central Bank still has more work to do …
10th June 2010
This report is only available as a PDF. Click to download. … New FX regime won’t solve Venezuela’s dollar drought …
9th June 2010
This report is only available as a PDF. Click to download. … Outlook for Chilean inflation is still fairly benign …
8th June 2010
This report is only available as a PDF. Click to download. … Q1 GDP does little to quell overheating concerns in Brazil …
This report is only available as a PDF. Click to download. … Surveys suggest Mexican industry grew at a decent pace in Q2 …
4th June 2010
This report is only available as a PDF. Click to download. … Brazilian industry slowing but further rate hikes on the way …
1st June 2010
This report is only available as a PDF. Click to download. … Central Bank of Chile paves the way for rate hikes …
This report is only available as a PDF. Click to download. … Sharp rebound in Chilean manufacturing …
28th May 2010
Financial markets across the region have been hammered by a flight to safety over the past month as concerns about fiscal sustainability in the euro-zone have reached fever pitch. Equities, currencies and bonds have all sold off, with Brazilian markets …
This report is only available as a PDF. Click to download. … The pain in Spain should stay contained …
27th May 2010
A clear divergence in the outlook for monetary policy across the region has opened up over the past month. Policymakers in Brazil have signalled that they will act aggressively to calm fears about overheating and rising inflation. Meanwhile, more moderate …
25th May 2010
We think that concerns that the possible election of Antanas Mockus as President of Colombia could spark a sell-off in the markets are overdone. While his unorthodox approach may cause some market turbulence in the short-term, Mr. Mockus has a good track …
21st May 2010
This report is only available as a PDF. Click to download. … Mexican economy contracts in Q1 …
20th May 2010
This report is only available as a PDF. Click to download. … Taking stock of the latest sell-off …
This report is only available as a PDF. Click to download. … Chile: Q1 GDP not as bad as it looks …
18th May 2010
Latin America has without doubt been one of the major beneficiaries of recent growth in China. But while exports to China have grown ten-fold over the past five years or so, this overstates the true extent to which the region has benefitted from China’s …
17th May 2010
This report is only available as a PDF. Click to download. … Chile: Rate hikes to be more gradual than the markets expect …
14th May 2010
This report is only available as a PDF. Click to download. … Venezuelan bolivar to be hit hard by falling oil prices …
13th May 2010
The economic resurgence in Latin America is likely to stay strong for a while yet. Brazil and Peru should remain the region’s best performers – we expect both to expand by 6% this year. Mexico, Chile and Colombia are all likely to grow at around 3-4%. …
10th May 2010
This report is only available as a PDF. Click to download. … Peru: Interest rate hikes to be gradual …
7th May 2010
This report is only available as a PDF. Click to download. … Brazil: Hawkish minutes point to aggressive rate hikes …
6th May 2010
This report is only available as a PDF. Click to download. … Colombian rates to remain on hold throughout 2010 …
4th May 2010
With growth prospects in Latin America starting to diverge, the outlook for inflation varies between countries. In Brazil, the rapid recovery from last year’s relatively shallow recession has caused a pick-up of inflation. Meanwhile, supply constraints …
30th April 2010
This report is only available as a PDF. Click to download. … Brazil to front load rate hikes …
29th April 2010
This report is only available as a PDF. Click to download. … Drop in Chilean manufacturing is only half of the story …
28th April 2010
This report is only available as a PDF. Click to download. … Lower public debt levels have not eliminated fiscal risks …
23rd April 2010
This report is only available as a PDF. Click to download. … Mexico: retail sales rebound, but rates on hold until 2011 …
22nd April 2010
This report is only available as a PDF. Click to download. … The real deal? …
21st April 2010
This report is only available as a PDF. Click to download. … Details emerge of Chilean reconstruction effort …
19th April 2010
Interest rate hikes in the region are imminent. We think that a 50bps hike in Brazil this month is almost a done deal, with Peru is likely to follow suit in June. Meanwhile Colombia, and now Chile following the earthquake in February, may wait until Q3. …
16th April 2010
