Latin America Economics Focus What’s really happening to Argentine inflation? 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%. 15th September 2009 · 1 min read
Latin America Chart Pack The rocky road to recovery Although there is mounting evidence that some economies in the region – notably Brazil – have returned to positive growth, others remain mired in recession. Mexico and Chile contracted once again in... 27th August 2009 · 1 min read
Latin America Chart Pack Rates on hold, for now The pace of decline in Latin America’s economy has eased, as the global environment has stabilised and monetary and fiscal stimuli gain traction. As a result, interest rates in Brazil, Mexico... 29th July 2009 · 1 min read
Latin America Economic Outlook Nearing the bottom, but recovery set to disappoint (Q3 09) The good news is that Latin America’s economy appears close to bottoming out, with a sustained recovery now possible by the turn of the year. The bad news is that the pace of recovery is likely to... 22nd July 2009 · 1 min read
Latin America Economics Focus Don’t believe the data, Argentina is in deep recession While official data suggest that GDP grew by 2.6% y/y in Q1, our Argentina Activity Indicator suggests the economy actually contracted at an annual pace of 7.8%. We think GDP will shrink by 8% this... 14th July 2009 · 1 min read
Latin America Chart Pack Recovery set to disappoint While Latin America is no longer in freefall, any evidence of ‘green shoots’ remains largely confined to Brazil and Chile and appear to owe much to a pick-up in commodity prices that is unlikely to be... 25th June 2009 · 1 min read
Latin America Chart Pack Latin America slides into recession Q1 GDP data released so far confirm that Latin America is sliding into recession. Chile, Peru and Mexico all posted sharp falls in output compared with the final quarter of last year. Admittedly... 28th May 2009 · 1 min read
Latin America Economic Outlook Worst recession in 80 years (Q2 09) Latin America’s GDP looks set to contract by 4% this year due to the collapse of commodity prices in 2008, low risk appetite and the sharp fall in demand for Latin American exports. There have been... 7th May 2009 · 1 min read
Latin America Chart Pack Industrial production and exports continue to fall Latin America continues to slide into recession. Although the pace of decline of most economies in the region has eased, talk of recovery is premature. Indeed, exports and industrial production remain... 29th April 2009 · 1 min read
Latin America Chart Pack The economic boom comes to an end Latin America’s five-year economic boom has come to an abrupt end. Recent data reveal a marked slowdown in economic activity. The drop in demand for the region’s exports, in addition to the bursting... 13th March 2009 · 1 min read
