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 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