Latin America Economic Outlook Fundamentals remain good but growth set to slow in 2011 (Q2 10) The economic resurgence in Latin America is likely to stay strong for a while yet. Brazil and Peru should remain the region’s best performers – we expect both to expand by 6% this year. Mexico, Chile... 10th May 2010 · 1 min read
Latin America Chart Pack Divergences in the inflation outlook open up With growth prospects in Latin America starting to diverge, the outlook for inflation varies between countries. In Brazil, the rapid recovery from last year’s relatively shallow recession has caused a... 30th April 2010 · 1 min read
Latin America Economics Update Brazil set to begin tightening monetary policy Interest rate hikes in the region are imminent. We think that a 50bps hike in Brazil this month is almost a done deal, with Peru is likely to follow suit in June. Meanwhile Colombia, and now Chile... 16th April 2010 · 1 min read
Latin America Economics Focus Earthquake unlikely to derail Chilean economy Following the devastating earthquake in Chile on 27th February we have revisited our economic forecasts. But while activity in the hardest hit region of Bío-Bío has been heavily affected, we think... 1st April 2010 · 1 min read
Latin America Chart Pack Brazil continues to lead the way Brazil’s recovery continues to impress. GDP expanded by 2.0% q/q in the final quarter of last year and all the signs are that growth has remained strong in recent months. That said, concerns are... 29th March 2010 · 1 min read
Latin America Economics Update Tightening cycle nears but rate hikes will be moderate Interest rate hikes in the region are drawing near. It’s a close call, but we expect the Central Bank of Brazil to stay on hold this month and begin raising interest rates in April instead. Peru and... 12th March 2010 · 1 min read
Latin America Chart Pack Markets rattled by concerns over the global recovery Although the economic recovery in Latin America is building momentum, financial markets experienced a turbulent month and sold off sharply on concerns about the sustainability of the global recovery... 25th February 2010 · 1 min read
Latin America Economics Update Brazil edges towards first rate hike All inflation targeting economies in the region rebounded strongly in the second half of 2009, and should continue to grow at a decent pace in the first half of this year. At the same time, a spike in... 17th February 2010 · 1 min read
Latin America Economic Outlook Weak global recovery to expose sharp country divisions (Q1 10) The recovery in Latin America’s resurgent economy is likely to stay strong for a quarter or two longer. But we expect growth to fade over the second half of this year and into 2011 as the global... 15th February 2010 · 1 min read
Latin America Chart Pack Inflation remains benign despite clear signs of recovery The economic recovery in Latin America is well underway but, in most countries at least, there is little evidence of a build-up in price pressures. Indeed, headline inflation fell in Mexico, Colombia... 29th January 2010 · 1 min read
Latin America Economics Update Modest monetary tightening to begin in Q2 The recovery in Latin America is building momentum and all inflation-targeting economies in the region will post strong annual growth rates in the first half of this year. Meanwhile, there is a good... 20th January 2010 · 1 min read
Latin America Economics Update Monetary tightening will be gradual All inflation targeting economies in Latin America expanded in Q3, and growth looks set to continue at a decent pace over the next few quarters. As a result, we expect a modest rate hikes to begin in... 16th December 2009 · 1 min read
Latin America Chart Pack Divisions in growth outlook come to the fore The recession in Latin America is over and almost every economy returned to positive growth in Q3. However, at a country level, growth prospects are now diverging. Brazil, Chile and Peru remain the... 26th November 2009 · 1 min read
Latin America Economics Update Thoughts turn to monetary tightening The recession in Latin America has, for the most part, ended and the pace of recovery is likely to remain strong over the next six to nine months. We have revised up our GDP growth forecasts for 2010... 19th November 2009 · 1 min read
Latin America Chart Pack Still some upside left for financial markets After a stellar rise from March’s lows, financial markets across Latin America have wobbled over the past week amid fears that a number of countries might follow Brazil’s lead and impose controls on... 30th October 2009 · 1 min read
Latin America Economic Outlook Impressive recovery to give way to sluggish 2011 (Q4 09) A combination of a decent recovery in the US and Asia, the recent pick-up in commodity prices and a resumption of capital inflows should ensure that most countries in Latin America experience a strong... 28th October 2009 · 1 min read
