Latin America Economics Update Nudging up our forecast for Colombian rates We are nudging up our end-year forecast for Colombian interest rates to 4.5% (from 4.0%) in response to the recent spike in global commodity prices. 21st March 2011 · 1 min read
Latin America Economic Outlook The return of inflation? The growth outlook for Latin America remains good but inflation looks set to accelerate over the coming quarters. Further policy tightening is likely in most countries, although in most cases the... 16th March 2011 · 1 min read
Latin America Chart Pack Growth to stay strong in 2011 but imbalances will widen The outlook for Latin America in 2011 is, on the whole, pretty good. We expect almost all countries in the region to grow at around their potential rates next year. But while there are few concerns... 21st December 2010 · 1 min read
Latin America Economics Update Argentina slows in Q3, but overheating still the big threat Official GDP data continue to overstate growth in Argentina but there is still no doubt that the economy has experienced an impressive v-shaped recovery. The problem is that growth has been fuelled by... 20th December 2010 · 1 min read
Latin America Economic Outlook Outlook good but testing times lie ahead The outlook for Latin America remains good and, while the developed world will struggle to grow by 2% next year, we expect the region as a whole to grow by 4%. Brazil, Chile, Peru and Colombia will... 14th December 2010 · 1 min read
Latin America Chart Pack Not in a bubble... yet The prospect of further policy easing in the developed world is stoking fears about asset price bubbles in Latin America. High commodity prices, good growth prospects and comparatively high returns... 28th October 2010 · 1 min read
Latin America Economics Update Is Argentina about to change course? While the death of the powerful former President of Argentina, Nestor Kirchner, is sad news, speculation is mounting that it will lead to a brighter outlook for the economy. It is too soon to tell... 28th October 2010 · 1 min read
Latin America Chart Pack Capital controls back on the agenda Governments in Latin America are becoming increasingly concerned about rapid currency appreciation, and for good reason. For a start, most currencies (with the notable exception of the Mexican peso)... 30th September 2010 · 1 min read
Latin America Economic Outlook Treading the middle ground The outlook for Latin America remains good and, while the developed world will struggle to grow by 2% next year, we expect the region as a whole to grow by 4%. Brazil, Chile, Peru and Colombia will... 10th September 2010 · 1 min read
Latin America Economics Update Argentina: one step forward, two steps back According to a report in this morning’s Financial Times, the Argentine government has performed a sharp u-turn and will now allow the IMF to scrutinise its much-maligned national accounts in an... 9th September 2010 · 1 min read
Latin America Chart Pack Running into global headwinds Growth in Brazil has shifted to a more sustainable pace in recent months, but otherwise the region’s recovery remains on track. For now, at least, the major threat to growth stems from global rather... 27th August 2010 · 1 min read
Latin America Chart Pack On course for a weaker 2011 This month’s data have brought fresh signs that the region’s recovery, which has so far been pretty impressive, is starting to lose some of its steam. Brazilian industrial production stagnated in... 27th July 2010 · 1 min read
Latin America Chart Pack Data starting to soften but recovery still on track 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... 29th June 2010 · 1 min read
Latin America Chart Pack Markets hammered by flight to safety 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... 28th May 2010 · 1 min read
Latin America Economic Outlook Fundamentals remain good but growth set to slow in 2011 (Q2 10) 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... 10th May 2010 · 1 min read
Latin America Chart Pack Divergences in the inflation outlook open up 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... 30th April 2010 · 1 min read
