Latin America Economics Weekly Argentina votes, more good news on inflation Argentines vote on Sunday in presidential primaries, known as the PASO, which should give a first sign of whether the country will buck the regional political trend and shift to the right at the... 11th August 2023 · 7 mins read
Latin America Economics Weekly LatAm central banks kick off easing cycles with a bang The decisions in the past week by central banks in both Chile and Brazil to cut interest rates confirm that Latin America remains at the front of the pack in this global monetary cycle. We think Peru... 4th August 2023 · 9 mins read
Latin America Economics Update Argentina: comparisons with 2001/02 There are some unnerving similarities between Argentina’s current situation and that which preceded the 2001/02 crisis, including twin deficits, an overvalued exchange rate, and large external FX... 3rd August 2023 · 4 mins read
Event Drop-In: Argentina’s election – Back from the brink or into the abyss? 1691589600 The results of Argentina’s “open, simultaneous and obligatory primaries” (PASO) in 2019 – a dress rehearsal for the presidential election – triggered a 20% drop in the peso and a 40% plunge in the
Latin America Economics Weekly Brazil’s debt upgrade, Argentina-IMF, easing cycles Fitch’s decision to upgrade Brazil’s sovereign debt rating this week provides another sign that fiscal concerns in the country are easing, but we remain sceptical that the government will be able to... 28th July 2023 · 9 mins read
Latin America Economics Update How can Argentina get out of its crisis? Recently-announced measures by Argentina’s government are merely stopgap solutions and appear to be aimed at staving off a disorderly devaluation ahead of upcoming elections rather than stabilising... 26th July 2023 · 3 mins read
Latin America Chart Pack Latin America Chart Pack (July 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 24th July 2023 · 1 min read
Latin America Economics Weekly Argentina’s sticking plaster, EU trade deal, rate cuts June trade figures out this week reinforced how perilous Argentina's balance of payments situation is, but officials continue to opt for temporary fixes rather than addressing the root problem - the... 21st July 2023 · 6 mins read
Latin America Economics Update A primer on Argentina’s primary election The latest polls ahead of next month’s primaries in Argentina suggest that the country could buck the regional trend by electing a more market-friendly government. In this Update we assess the... 19th July 2023 · 6 mins read
Latin America Economics Update El Niño presents mixed risks for Lat Am The likelihood of an El Niño event over the second half of the year raises the risk that activity is disrupted, inflation falls more slowly than we currently expect, and central banks’ monetary easing... 13th July 2023 · 3 mins read
Latin America Economics Weekly BCB to cut, Argentina shifting towards the centre? The minutes to last week’s Brazilian central bank meeting made clear that the easing cycle will kick off in August, but they also confirmed our long held view that the easing cycle will be gradual –... 30th June 2023 · 7 mins read
Latin America Chart Pack Strong currencies lend helping hand in inflation fight It’s been a good month for Latin American currencies, particularly the Brazilian real and the Colombian peso, which should help the disinflation process across the region. This is one reason behind... 27th June 2023 · 11 mins read
Latin America Economic Outlook Rate cuts coming, but easing will be gradual The region’s strong start to the year is unlikely to be sustained and we expect growth across Latin America to come in weaker than most expect this year and next. Inflation will continue to fall, but... 8th June 2023 · 21 mins read
Latin America Chart Pack A temporary rebound in growth The latest activity figures suggest that most Latin American economies held up better than we’d thought in the first few months of 2023. Mexico and Colombia made surprisingly strong starts to the year... 23rd May 2023 · 14 mins read
Latin America Economics Weekly Argentina’s peso woes, Paraguay’s China-Taiwan vote The measures undertaken by Argentina's government to stem the run on the peso over the past couple of weeks might provide some temporary relief, but with inflation and the fiscal position continuing... 28th April 2023 · 7 mins read
Latin America Chart Pack Monetary policy stance slowly shifting The raft of inflation data over the past couple of weeks will have provided some relief for Latin American central banks, with headline rates in most countries now on a clear downward trajectory. In... 26th April 2023 · 15 mins read
