Filtered by Subscriptions: Latin America Economics Use setting Latin America Economics
This report is only available as a PDF. Click to download. … BCRA Governor confirmed but bond swap delayed …
15th April 2010
This report is only available as a PDF. Click to download. … What next for the region’s currencies? …
13th April 2010
This report is only available as a PDF. Click to download. … Banks in good shape but credit growth slowing …
9th April 2010
This report is only available as a PDF. Click to download. … Inflation creeping up in Latin America, but for different reasons …
8th April 2010
This report is only available as a PDF. Click to download. … Will Brazil’s election really be a benign affair? …
6th April 2010
Following the devastating earthquake in Chile on 27th February we have revisited our economic forecasts. But while activity in the hardest hit region of Bío-Bío has been heavily affected, we think that the overall impact on the economy should be small and …
1st April 2010
This report is only available as a PDF. Click to download. … PAC II unlikely to fully address Brazil’s investment needs …
29th March 2010
Brazil’s recovery continues to impress. GDP expanded by 2.0% q/q in the final quarter of last year and all the signs are that growth has remained strong in recent months. That said, concerns are building over the unbalanced nature of Brazil’s rebound and …
This report is only available as a PDF. Click to download. … Colombia on track to expand by 3% in 2010 …
25th March 2010
This report is only available as a PDF. Click to download. … Brazil sets the stage for an April rate hike …
This report is only available as a PDF. Click to download. … Argentina edges towards debt swap …
23rd March 2010
This report is only available as a PDF. Click to download. … Mexican consumers remain under pressure …
22nd March 2010
This report is only available as a PDF. Click to download. … Official data still overstating Argentine growth …
This report is only available as a PDF. Click to download. … Domestic demand continues to drive the Chilean recovery …
18th March 2010
Last night’s decision to keep Brazilian interest rates unchanged at 8.75% was in line with our forecast but against that of the consensus, which had expected a 50bps hike. Yet the debate over the timing of the first hike may be something of a sideshow. …
This report is only available as a PDF. Click to download. … Colombia: Santos leads the race for President …
15th March 2010
Interest rate hikes in the region are drawing near. It’s a close call, but we expect the Central Bank of Brazil to stay on hold this month and begin raising interest rates in April instead. Peru and Chile will be next in line – we expect hikes by June – …
12th March 2010
This report is only available as a PDF. Click to download. … Brazil’s recovery remains impressive but unbalanced …
11th March 2010
This report is only available as a PDF. Click to download. … Commodity prices still likely to weigh on recovery …
10th March 2010
This report is only available as a PDF. Click to download. … Brazil tariff hike would be a step in the wrong direction …
9th March 2010
This report is only available as a PDF. Click to download. … Chilean exports to hold up well despite earthquake …
8th March 2010
This report is only available as a PDF. Click to download. … Brazilian industry bounces back …
4th March 2010
This report is only available as a PDF. Click to download. … Q4 GDP confirms Venezuela as region’s laggard …
3rd March 2010
This report is only available as a PDF. Click to download. … Battle heats up in fight over Argentine FX reserves …
2nd March 2010
This report is only available as a PDF. Click to download. … Colombia: Sluggish recovery to keep interest rates low …
1st March 2010
This report is only available as a PDF. Click to download. … First thoughts on the implications of the Chilean Earthquake …
Although the economic recovery in Latin America is building momentum, financial markets experienced a turbulent month and sold off sharply on concerns about the sustainability of the global recovery. But most markets have since clawed back losses to end …
25th February 2010
This report is only available as a PDF. Click to download. … Are Brazilian consumers starting to flag? …
24th February 2010
This report is only available as a PDF. Click to download. … Mexico: Unbalanced recovery to fizzle out later this year …
23rd February 2010
This report is only available as a PDF. Click to download. … Brazil: labour market pressures confined to a few sectors …
18th February 2010
All inflation targeting economies in the region rebounded strongly in the second half of 2009, and should continue to grow at a decent pace in the first half of this year. At the same time, a spike in food and energy prices will cause headline inflation …
17th February 2010
The recovery in Latin America’s resurgent economy is likely to stay strong for a quarter or two longer. But we expect growth to fade over the second half of this year and into 2011 as the global rebound falters, commodity prices fall further and a rise in …
15th February 2010
This report is only available as a PDF. Click to download. … How will a drop in copper prices affect Chile? …
10th February 2010
This report is only available as a PDF. Click to download. … Jump in Mexican inflation reflects one-off factors …
9th February 2010
This report is only available as a PDF. Click to download. … A close call, but first Brazilian hike still likely in April …
5th February 2010
This report is only available as a PDF. Click to download. … New Argentine Governor unlikely to calm bond markets for long …
4th February 2010
A combination of one-off factors means that Mexican inflation is likely to accelerate in the first quarter of this year. But the large amount of spare capacity that has opened up over the past eighteen months means that a sustained pick-up in inflation is …
This report is only available as a PDF. Click to download. … Should we be worried about Brazil’s deteriorating fiscal position? …
1st February 2010
The economic recovery in Latin America is well underway but, in most countries at least, there is little evidence of a build-up in price pressures. Indeed, headline inflation fell in Mexico, Colombia and Peru in December, while Chile remains in deflation. …
29th January 2010
This report is only available as a PDF. Click to download. … Brazil on hold for now, but rate hikes getting closer …
28th January 2010
This report is only available as a PDF. Click to download. … Mexico: Retail sales surprise on the upside …
25th January 2010
This report is only available as a PDF. Click to download. … How quickly will Brazil hike interest rates? …
21st January 2010
The recovery in Latin America is building momentum and all inflation-targeting economies in the region will post strong annual growth rates in the first half of this year. Meanwhile, there is a good chance of a spike in food and energy inflation in the …
20th January 2010
This report is only available as a PDF. Click to download. … Will the next bubble be in Brazil? …
18th January 2010
This report is only available as a PDF. Click to download. … Chile: Piñera unlikely to signal a shift in economic policy …
This report is only available as a PDF. Click to download. … Will a weaker bolivar spur Venezuela’s economy? …
14th January 2010
The outlook for Brazil is good – but not as good as many investors now seem to believe. We expect the economic recovery to continue at a decent pace over the coming months. However, growth will ultimately fade from 5% this year to 3% in 2011, with …
13th January 2010
This report is only available as a PDF. Click to download. … Mexico: Industrial production continues to recover …
12th January 2010
This report is only available as a PDF. Click to download. … Venezuela’s new currency regime looks deeply flawed …
11th January 2010
On the face of it, the 5.1% y/y rise in Brazilian industrial production in November is good news. But the impressive annual growth rate masks a monthly drop of -0.2%. While we wouldn’t read too much into one number, at the very least it suggests that the …
6th January 2010
