Latin America Economics Weekly Argentina’s Messi of finances, job markets, Banxico to cut? The confirmation that Luis Caputo will be Argentina’s next economy minister reinforces our view that, while President-elect Javier Milei is likely to put the economy through shock therapy, it will be... 1st December 2023 · 7 mins read
Latin America Economics Focus Latin America: is another debt crisis brewing? Fiscal risks in Latin America have largely been out of the spotlight over the past year, but we think that public debt concerns will build over the coming years. Sovereign defaults seem more likely... 22nd November 2023 · 17 mins read
Latin America Chart Pack Latin America Chart Pack (November 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 21st November 2023 · 1 min read
Latin America Rapid Response Chile GDP (Q3 2023) The 0.3% q/q expansion in Chile’s GDP in Q3 suggests that the recovery is beginning to take hold. We continue to expect above-consensus GDP growth in 2024-25. 20th November 2023 · 2 mins read
Latin America Economics Weekly Argentina’s final presidential vote, Pemex woes The final round of Argentina’s presidential election between Javier Milei and Sergio Massa on Sunday offers starkly different paths for the economy – shock therapy or more of the current government’s... 17th November 2023 · 6 mins read
Latin America Economics Weekly Copom minutes, Chile’s constitution The minutes to last week's Brazilian central bank meeting revealed that policymakers remain concerned about inflationary pressures, with inflation expectations now considered to be "unanchored". A... 10th November 2023 · 6 mins read
Latin America Economics Weekly Massa vs. Milei, Colombia-China, Chile’s peso worries In Argentina, investors’ nerves have been calmed a little after Sergio Massa, the Peronist presidential candidate who came top in the first round vote, showed signs of moderation. But likely fiscal... 27th October 2023 · 9 mins read
Latin America Chart Pack Latin America Chart Pack (Oct. 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 25th October 2023 · 1 min read
Latin America Economics Update Labour markets cooling, but wage growth remains strong There are mounting signs that labour market conditions in many parts of Latin America are starting to loosen, but wages are still rising at a rapid pace and it will take time for wage growth to return... 19th October 2023 · 3 mins read
Latin America Economics Weekly Ecuador votes, Mexico’s construction boom Polls suggest that centre-right candidate Daniel Noboa will win Ecuador's presidential election on Sunday, which would alleviate some of the pressure on the public finances. But we think it’s unlikely... 13th October 2023 · 5 mins read
Latin America Economics Weekly Latin America better placed to face rising US yields Spillovers from rising US Treasury yields have hit Latin American financial markets harder than those of most other EMs. But the good news is that current account deficits in the region have narrowed... 6th October 2023 · 6 mins read
Latin America Economics Weekly Copom’s botched communications, CLP selloff The mixed messages between the statement and the minutes to Brazil's central bank meeting earlier this month seem to be a reflection of divisions on Copom between hawks and doves. We think the more... 29th September 2023 · 6 mins read
Latin America Chart Pack Latin America Chart Pack (Sep. 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 28th September 2023 · 1 min read
Latin America Economic Outlook Brazil and Mexico’s outperformance to end Brazil and Mexico will outperform others in the region this year, but that’s likely to flip on its head in 2024 as they slow – and by more than most expect – while the Andean economies recover... 21st September 2023 · 21 mins read
Latin America Economics Update Chile’s central bank tries to rein in rate cut bets The more cautious tone of the Monetary Policy Report released by Chile’s central bank today supports our view that, once the large falls in inflation are behind us in early 2024 and the economy... 6th September 2023 · 3 mins read
Latin America Chart Pack Latin America Chart Pack (August 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil's and Mexico's economies are likely to outperform others in the region in 2023, but... 23rd August 2023 · 1 min read
