Latin America Economics Update Learning to live with higher capital inflows Policymakers across the region are facing a tricky balancing act. On the one hand, capital inflows are likely to remain healthy over the coming months. Additional liquidity generated by further policy... 18th October 2010 · 1 min read
Latin America Economics Update Brazil Election Watch: Markets unmoved by election uncertainty The Brazilian presidential election is set for a second round of voting on 31st October and the latest opinion polls suggest that it may be a tighter race than many had expected. While Dilma Rousseff... 13th October 2010 · 1 min read
Latin America Economics Update Brazilian inflation pushed up by food prices Although Brazilian inflation accelerated in September, the pick-up was driven by food prices. With the economy now growing at a sustainable rate, we expect the headline rate of inflation to remain at... 7th October 2010 · 1 min read
Latin America Economics Update Brazil Election Watch: Blow for Dilma as race goes to wire Brazil’s presidential election sprang into life yesterday after Dilma Rousseff failed to gain the 50% of votes needed to secure an outright victory in the first round of voting. She remains the... 4th October 2010 · 1 min read
Latin America Economics Update Brazil on course for a weaker Q3 Today’s raft of data brought further evidence that the recent strength of the real is squeezing Brazilian manufacturers. With the Central Bank now much more relaxed about the outlook for inflation... 1st 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 Economics Update Taking stock of Brazil’s 'currency war' Last night’s warning by the Brazilian Finance Minister, Guido Mantega, that an ‘international currency war’ has broken out has grabbed some predictable headlines. We discussed the issue of rapid... 28th September 2010 · 1 min read
Latin America Economics Update Treading carefully After a rapid rebound from last year’s recession, it seems that growth in Latin America is now starting to ease to a more sustainable pace. Monetary tightening has further to run in Chile and Peru... 20th September 2010 · 1 min read
Latin America Economics Update Brazilian consumers shift down a gear Brazilian consumers made a weaker than expected start to Q3, adding support to our view that interest rate hikes are likely to remain off the agenda for the rest of this year. Looking ahead, while... 14th 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 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 Economics Update Markets still overestimating the pace of tightening 23rd August 2010 · 1 min read
Latin America Economics Focus Why Brazil's next president must focus on the savings shortfall From the perspective of economic policy, the over-riding priority for Brazil’s new president must be to raise the level of domestic savings. Without this, much-needed investment will have to be funded... 11th 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 Economics Update Softer tone of recent data won't stop rate hikes Although the incoming data from Latin America have shown tentative signs that the recovery in the region is losing some of its steam, this is in line with our expectations and does not alter the... 19th 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
