Latin America Economics Weekly

Latin America Weekly: Argentina’s IMF deal #23, tariff relief, Hegseth in Panama

One key feature of Argentina's latest IMF deal – which the Fund's Board is set to vote on today – is likely to be a shift towards a more flexible exchange rate and an easing of capital controls. While...

11th April 2025 · 5 mins read

Latin America Economics Weekly

Latin America Weekly: Getting off relatively lightly

Governments across Latin America are likely to be breathing sighs of relief following US President Trump’s tariff announcement on Wednesday - they've ended up facing tariff rates at the lower end of...

4th April 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Mar. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The protectionist shift in the US will weigh heavily on Mexico’s economy, which at...

26th March 2025 · 1 min read

Latin America Economic Outlook

Latin America Outlook: Tariffs not the only headwind

Mexico is one of the most vulnerable countries to US import tariffs and, at best, the economy will just about eke out positive growth this year. More sweeping tariffs than we have embedded in our...

20th March 2025 · 21 mins read

Latin America Rapid Response

Chile GDP (Q4 2024)

Growth in Chile’s economy slowed to 0.4% q/q in Q4, but more timely monthly activity data suggest that the economy headed into 2025 with more momentum. This, combined with above-target inflation...

18th March 2025 · 2 mins read

Latin America Economics Weekly

Latin America Weekly: Copom’s conundrum, Argentina & the IMF

Figures out this week underscored the strength of inflation in Brazil, but we think the weakness in the latest economic activity might just be enough to prompt Copom to make the 100bp hike (to 14.25%)...

14th March 2025 · 7 mins read

Latin America Economics Focus

​​Mapping China’s presence in Latin America​

China’s presence in Latin America is increasingly seen as a strategic threat by the US. This Focus uses interactive charts to map out economic, financial and institutional linkages between China and...

19th March 2025 · 3 mins read

Latin America Economics Weekly

Latin America Weekly: Trump tariffs on Mexico: ¯\_(ツ)_/¯

Mexico may have received a (belated) reprieve from US tariffs this week, but some goods will still be subject to US duties now and there’s still the lingering uncertainty about what (if any) tariffs...

7th March 2025 · 5 mins read

Latin America Economics Weekly

Latin America Weekly: Colombia’s investment, auto tariffs

The bright spot in the Colombian Q4 GDP data published this week was the rise in fixed investment, but the volatile political situation and low savings rate will limit the rise in the coming years...

21st February 2025 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (Feb. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Some major Latin American economies are among the most exposed to the steel and...

17th February 2025 · 1 min read

Latin America Economics Weekly

Latin America Weekly: Another week, another tariff, Chile’s hawks

Some major Latin American economies look among the most exposed to the steel and aluminium tariffs (Mexico and Brazil) and reciprocal tariffs (Argentina and Brazil) announced by US President Trump...

14th February 2025 · 6 mins read

Latin America Chart Pack

Latin America Chart Pack (Jan. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Donald Trump’s return to the White House has sent jitters across the region, with...

27th January 2025 · 1 min read

Latin America Chart Pack

Latin America Chart Pack (December 2024)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The region recorded robust growth in Q3 but we think that tight policy, worsening...

17th December 2024 · 1 min read

Latin America Economic Outlook

Trump casts a shadow, fiscal risks to intensify

Tight policy, deteriorating terms of trade and, in Mexico’s case, US trade protectionism will keep GDP growth in Latin America weak and below consensus expectations in the coming years. Fiscal risks...

12th December 2024 · 22 mins read

Latin America Chart Pack

Latin America Chart Pack (November 2024)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Currencies across Latin American have held up relatively well in the wake of the...

25th November 2024 · 1 min read