Latin America Economics Update Chile to cut rates as economic activity cools A minor upturn in Chile’s November economic activity does little to alter the overall trend towards slower growth heading into 2012. With external demand set to deteriorate further over the course of... 5th January 2012 · 1 min read
Latin America Economics Update Policy set to ease across the region in 2012 Growth concerns will increasingly dominate Latin American policymakers’ agendas as we move into 2012. With many of the world’s advanced economies headed towards recession, and China’s economy... 20th December 2011 · 1 min read
Latin America Chart Pack Growth concerns to dominate in first half of 2012 The past month has brought yet more evidence that Brazil’s economy has come rapidly off the boil. Indeed, it seems likely that the country may now, in technical terms at least, be in recession. For... 15th December 2011 · 1 min read
Latin America Economics Update Chile: next in the region to commence rate cuts? Chile’s central bank (CBC) kept interest rates at 5.25% last night. With the euro-zone debt crisis set to escalate in 2012, the CBC could be the next central bank in Latin America to commence rate... 14th December 2011 · 1 min read
Latin America Economics Update How would a crisis in Europe hit Latin American banks? 8th December 2011 · 1 min read
Latin America Economics Update Lat Am equities to disappoint in 2012, outperform in 2013 In light of our revised assumption on the timing of the euro-zone break-up, we have revised our equity markets forecasts. We think that all of the region’s markets will fall next year, and expect them... 7th December 2011 · 1 min read
Latin America Economics Update Slowing growth in Chile bolsters the case for rate cuts Recent indicators suggest that the pace of growth in Chile has continued to slow in Q4 as external demand weakens. There is probably now a 50/50 chance of a rate cut in December but, either way... 5th December 2011 · 1 min read
Latin America Chart Pack Better placed, but not immune The past month has brought further signs that growth in Latin America has started to slow in response to the deepening crisis in the euro-zone, the turmoil in world markets and weaker demand from... 28th November 2011 · 1 min read
Latin America Economics Update Room for manoeuvre The deepening crisis in the euro-zone, coupled with fears of a slowdown in China, has meant that concerns about overheating in Latin America’s major economies have quickly given way to worries over... 21st November 2011 · 1 min read
Latin America Economics Update Chilean GDP growth to slow as global headwinds build The fact that growth accelerated in Venezuela in Q3 but slowed in Chile paints a false picture of the relative strengths of each economy. Both are vulnerable to the drop in commodity prices that we... 18th November 2011 · 1 min read
Latin America Economic Outlook Weaker growth to be met with policy stimulus A combination of weak growth and deepening debt crises in the G7 and softer demand from China means that the economies of Latin America are likely to slow by more than most expect over the next few... 18th November 2011 · 1 min read
Latin America Economics Update Chile, Peru play a waiting game on rates The Central Bank of Chile (CBC) kept its policy rate at 5.25% for a fifth successive month last night. While policymakers in Chile and Peru will continue to exercise caution by not rushing into easing... 16th November 2011 · 1 min read
Latin America Chart Pack Growth slows in the “big two” Growth has slowed sharply in Brazil and Mexico – Latin America’s two largest economies – over the past quarter. In Brazil, there are tentative signs that a two-year boom in domestic demand has started... 29th October 2011 · 1 min read
Latin America Economics Update More to follow Brazil’s lead Brazil’s decision to continue cutting interest rates despite the fact that inflation is running at a five-year high remains as controversial as ever. Nonetheless, on balance we think that the central... 22nd October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Latin America Economics Update Chile: rate cuts expected from Q1 2012 Chile’s central bank (CBC) kept interest rates unchanged at 5.25% last night for a fourth straight month. We expect cuts from Q1 next year as global growth slows and food and energy price pressures... 15th October 2011 · 1 min read
