Filtered by Subscriptions: Latin America Economics Use setting Latin America Economics
This report is only available as a PDF. Click to download. … Argentina recovering slowly, while Colombia stagnates …
21st December 2009
This report is only available as a PDF. Click to download. … Are concerns about Brazil’s current account deficit justified? …
17th December 2009
All inflation targeting economies in Latin America expanded in Q3, and growth looks set to continue at a decent pace over the next few quarters. As a result, we expect a modest rate hikes to begin in Q2 next year. But the pace of tightening will be slowed …
16th December 2009
This report is only available as a PDF. Click to download. … Chile: Deflation likely to be short lived …
14th December 2009
Emerging markets have, on the whole, weathered the crisis in the global economy well. But 2010 will bring a fresh set of challenges. Overall, we think Asia is best placed to prosper, followed by Latin America and Brazil in particular. There are some …
11th December 2009
This report is only available as a PDF. Click to download. … Q3 GDP a reality check but Brazil still in good shape …
10th December 2009
This report is only available as a PDF. Click to download. … Mexico hedges its bets …
9th December 2009
This report is only available as a PDF. Click to download. … Region’s banking sector still in good shape …
8th December 2009
This report is only available as a PDF. Click to download. … Brazil: Strong industrial recovery continues …
2nd December 2009
This report is only available as a PDF. Click to download. … Brazil: Medium-term fiscal concerns linger …
1st December 2009
This report is only available as a PDF. Click to download. … Is Brazil’s path to prosperity a done deal? …
27th November 2009
The recession in Latin America is over and almost every economy returned to positive growth in Q3. However, at a country level, growth prospects are now diverging. Brazil, Chile and Peru remain the region’s star performers and with capital inflows set to …
26th November 2009
This report is only available as a PDF. Click to download. … Venezuela: Are policymakers seriously considering devaluation? …
25th November 2009
This report is only available as a PDF. Click to download. … Colombia: Surprise rate cut reflects fragile recovery …
24th November 2009
The recession in Latin America has, for the most part, ended and the pace of recovery is likely to remain strong over the next six to nine months. We have revised up our GDP growth forecasts for 2010 and, as a result, now expect most Central Banks to …
19th November 2009
This report is only available as a PDF. Click to download. … Q3 GDP data confirm end to recession in Chile …
18th November 2009
With policymakers across the globe in agreement on the dangers of early withdrawal of stimulus measures, plans to tighten fiscal policy in Mexico next year are likely to grab some headlines. Nonetheless, the proposed austerity measures do little to …
This report is only available as a PDF. Click to download. … Argentina: Rising food prices put brakes on disinflation …
13th November 2009
This report is only available as a PDF. Click to download. … Mexico: Industry drives economic recovery …
12th November 2009
This report is only available as a PDF. Click to download. … Mexico: disinflation process has further to run …
9th November 2009
This report is only available as a PDF. Click to download. … Chile: Strong recovery unlikely to create inflationary problems …
6th November 2009
This report is only available as a PDF. Click to download. … Is Brazil turning its back on market reforms? …
5th November 2009
This report is only available as a PDF. Click to download. … Brazil: Industrial production disappoints but recovery on track …
3rd November 2009
After a stellar rise from March’s lows, financial markets across Latin America have wobbled over the past week amid fears that a number of countries might follow Brazil’s lead and impose controls on capital inflows. High levels of global liquidity …
30th October 2009
A combination of a decent recovery in the US and Asia, the recent pick-up in commodity prices and a resumption of capital inflows should ensure that most countries in Latin America experience a strong upswing over the coming months and quarters. At a …
28th October 2009
This report is only available as a PDF. Click to download. … Colombia: Dollar purchases unlikely to stem peso’s rise for now …
26th October 2009
This report is only available as a PDF. Click to download. … Mexico: Fiscal concerns set to build …
22nd October 2009
This report is only available as a PDF. Click to download. … Tax changes unlikely to deter inflows to Brazil …
20th October 2009
A combination of a strong recovery in the US and Asia, the recent pick-up in commodity prices and the resumption of capital inflows should ensure that Latin America’s economy expands at a healthy clip over the next six to nine months. But after an initial …
This report is only available as a PDF. Click to download. … Brazil: Consumer recovery remains strong, for now …
15th October 2009
With the economic recovery in Latin America now underway, the majority of Central Banks in the region are in ‘wait and see’ mode as the effects of huge rate cuts earlier this year pass through the economy. While most economies should continue to register …
14th October 2009
This report is only available as a PDF. Click to download. … Chile: Copper prices to weigh on recovery …
9th October 2009
This report is only available as a PDF. Click to download. … Is Brazilian inflation nearing its trough? …
8th October 2009
This report is only available as a PDF. Click to download. … Further upside to regional currencies looks limited …
7th October 2009
This report is only available as a PDF. Click to download. … Rio 2016: Gold medal or wooden spoon? …
5th October 2009
This report is only available as a PDF. Click to download. … Brazil’s recovery remains on track …
2nd October 2009
Concerns that super-loose monetary policy in the West will fuel a bubble in emerging market assets are beginning to mount. While we believe that capital flows to Latin America will ease over the course of 2010 as commodity prices fall back, history shows …
There are continued signs of recovery in Latin America’s economy. Brazilian GDP expanded by a seasonally-adjusted 1.9% q/q in Q2, while more timely data suggest that Mexico and Chile returned to positive growth in Q3. But with all economies in the region …
30th September 2009
This report is only available as a PDF. Click to download. … Venezuela debt auction only a temporary reprieve …
29th September 2009
This report is only available as a PDF. Click to download. … Colombia: Rate cut takes the market by surprise …
28th September 2009
This report is only available as a PDF. Click to download. … Brazil: A credit driven recovery? …
22nd September 2009
This report is only available as a PDF. Click to download. … Argentina: outlook improving, but fiscal risks remain …
21st September 2009
With policymakers throughout the region now signalling that rates have troughed, attention has turned to the timing of rate hikes in 2010. We have revised up our growth forecasts for next year, but with growth still set to remain below potential there are …
18th September 2009
This report is only available as a PDF. Click to download. … What next for Latin America equities? …
16th September 2009
An alternative measure of Argentine inflation constructed from provincial level data suggests that inflation is actually running at around 11%, well above the current official INDEC figure of 5.9%. … What’s really happening to Argentine …
15th September 2009
This report is only available as a PDF. Click to download. … Interest rates on hold until Q4 2010 …
14th September 2009
This report is only available as a PDF. Click to download. … Brazil: Policy stimulus drives a return to positive growth …
11th September 2009
This report is only available as a PDF. Click to download. … Mexico: Draft budget a start, but more work needed …
9th September 2009
This report is only available as a PDF. Click to download. … Growth revised up but commodities weigh on outlook …
This report is only available as a PDF. Click to download. … Can Latin America keep its G20 promise? …
7th September 2009
