Latin America Economics Update Brazil Election Watch – state of the race The latest opinion polls suggest that Brazil’s presidential election is going to go down to the wire, with support for President Rousseff stabilising in recent weeks. From the perspective of the... 24th September 2014 · 1 min read
Latin America Economics Update Argentine peso has further to fall The Argentine government has introduced various measures in recent weeks to increase the availability of foreign currency in a bid to stem the depreciation of the peso in both official and unofficial... 15th September 2014 · 1 min read
Latin America Economics Update Brazil Election Watch: What might a Silva presidency mean for the economy? The economic programme put forward by presidential hopeful Marina Silva is a step in the right direction insofar as it addresses many of the problems that have contributed to a general decline in... 10th September 2014 · 1 min read
Latin America Economic Outlook Treading water Economic growth in Latin America slowed further in the first half of 2014 and we see little chance of a strong rebound over the coming quarters. The key props to strong growth in the past decade are... 8th September 2014 · 1 min read
Latin America Economics Update Brazil Central Bank signals Selic on hold for time being The Central Bank of Brazil kept interest rates on hold at 11% last night and the accompanying statement gave a strong signal that rates are likely to be left unchanged over the coming months. We don’t... 4th September 2014 · 1 min read
Latin America Economics Update Brazil manufacturing may stagnate in Q3, but no rapid rebound August’s manufacturing PMI suggests that while conditions in Brazilian industry may have stopped getting worse, there is little evidence to suggest that manufacturers will lead a rapid rebound from... 1st September 2014 · 1 min read
Latin America Economics Update Drop back into recession ups the pressure on Brazil policymakers Second quarter GDP data showing that Brazil has fallen back into recession will add to pressure on the central bank to loosen policy in order to support the ailing economy. But we suspect that policy... 29th August 2014 · 1 min read
Latin America Chart Pack Mexico turning the corner The past month has brought signs that Mexico’s economy is finally turning the corner. latestdata suggest that the Mexican economy has turned the corner. GDP expanded by a seasonally-adjusted 1.0% q/q... 28th August 2014 · 1 min read
Latin America Economics Update No signs of contagion from Argentine debt saga The ongoing Argentine debt dispute continues to disrupt local markets, but so far there has been no contagion to the rest of the region. Equities have performed well so far in August, while it has... 26th August 2014 · 1 min read
Latin America Economics Update Brazil Election Watch: First thoughts on Silva’s entry The death last week of Socialist Party presidential candidate Eduardo Campos and the likelihood that he will be replaced at the top of the party’s ticket by Marina Silva, a former Environment Minister... 18th August 2014 · 1 min read
Latin America Economics Update Brazil set to post sharp drop in Q2 GDP The release of June’s activity data allows us to firm up our estimate of Q2 GDP in Brazil – and the news isn’t good. We think that GDP may have contracted by 0.5% q/q in the second quarter. And with... 15th August 2014 · 1 min read
Latin America Economics Update A fork in the road Data on vehicle production released over the past month suggest contrasting fortunes for Latin America’s two largest economies. While Mexico seems to be turning a corner and growth over the second... 13th August 2014 · 1 min read
Latin America Economics Focus Brazil Election Watch: A blueprint for reform There are a number of ways in which the winning candidate in October’s presidential elections could help to turn around Brazil’s struggling economy. But efforts will need to be targeted on structural... 6th August 2014 · 1 min read
Latin America Economics Update Credit growth cools, but vulnerabilities persist The pace of private sector lending growth in most parts of Latin America has continued to cool this year, but the credit boom of the past decade means that vulnerabilities persist in a few places. At... 5th August 2014 · 1 min read
Emerging Markets Economics Update Asia drives rebound in EM manufacturing According to the latest batch of PMI data, manufacturing activity across the emerging world strengthened in July supported largely by a continued improvement in Emerging Asia, in particular China... 4th August 2014 · 1 min read
Latin America Economics Update More bad news for Brazilian industry Brazilian industrial production contracted sharply in June and July’s weak manufacturing PMI suggests that there could be more bad news in the pipeline. By contrast, the outlook for Mexican industry... 1st August 2014 · 1 min read
