Latin America Economics Weekly Latin America Weekly: Petro’s finance minister #4, new macro forecasts The replacement of Colombia’s finance minister with a close ally of President Petro reinforces our concerns that fiscal policy won't be tightened sufficiently to stop the public debt ratio from rising... 21st March 2025 · 6 mins 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
Emerging Markets Economics Update Turmoil in a few EMs not a sign of widespread risks The financial market sell-offs in Indonesia, Turkey and Colombia this week are, in part, a reflection of concerns about strained balance sheets. We think that vulnerabilities in some frontier markets... 20th March 2025 · 3 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: 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 Economics Update Colombia: another year of soft growth lies in store Colombia’s economy strengthened at the end of last year, with GDP expanding at its fastest pace in more than two years. But the combination of tight fiscal and monetary policy, alongside lower oil... 18th February 2025 · 2 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: In the tariff crosshairs Parts of Latin America have been in President Trump’s firing line over the past week. While there’s uncertainty over exactly what tariffs Mexico could face (if they are imposed tomorrow, as Trump has... 31st January 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
Emerging Markets Economics Update EM sovereign debt risks: not just a Brazil problem Brazil’s public finances have been in the headlines for all the wrong reasons over the past month. But while an extreme case, the combination of a large budget deficit and limited political will to... 7th January 2025 · 4 mins 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 Economics Weekly Brazil overheating, Mexico’s minimum wage, Bonilla quits Data out of Brazil this week suggest that the strength of domestic demand is causing the trade surplus to erode, which goes some way in explaining the real's poor performance. But the more important... 6th December 2024 · 7 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
Latin America Economics Update Latin America’s debt risks revisited A year ago, we published an in-depth report arguing that the calm prevailing at the time around sovereign debt risks in Latin America wouldn’t last and that public debt dynamics would deteriorate... 20th November 2024 · 3 mins read
Latin America Economics Update Growth in the Andes to disappoint The latest data suggest that Colombia and Chile underperformed Peru’s economy in Q3. Looking ahead, we think that lower prices for key commodity exports combined with relatively tight fiscal stances... 19th November 2024 · 2 mins read
