Latin America Chart Pack

Latin America Chart Pack (Apr. 2024)

Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in the region picked up in Q1 and we expect this to continue in the coming quarters...

24th April 2024 · 1 min read

Latin America Economic Outlook

Set for a slow recovery

Activity in the region slowed to a crawl at the end of last year and, while a recovery will take hold in the coming quarters, growth will fall short of consensus expectations. The disinflation process...

26th March 2024 · 22 mins read

Latin America Economics Weekly

Argentina’s debt swap, CLP, rate cuts

The Argentine government’s successful local currency debt swap this week has reduced roll-over risks and, together with the softer-than-expected February inflation figure, appears to be giving...

15th March 2024 · 10 mins read

Latin America Chart Pack

Latin America Chart Pack (Mar. 2024)

Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in the region slowed to a crawl at the end of last year and, while a recovery will...

13th March 2024 · 1 min read

Latin America Economics Weekly

Sheinbaum’s 100 commitments, inflation worries

The recently-unveiled policy plans from Claudia Sheinbaum, the frontrunner to become Mexico’s next president, are aimed at building on President López Obrador’s legacy, but her proposals are likely to...

8th March 2024 · 7 mins read

Latin America Economics Update

Colombia’s external rebalancing: less than meets the eye

The sharp narrowing in Colombia’s current account deficit last year to its lowest level since the aftermath of the Global Financial Crisis looks encouraging, but it was entirely a result of the...

4th March 2024 · 3 mins read

Latin America Chart Pack

Latin America Chart Pack (February 2024)

Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. The latest monthly activity data suggest that Mexico and Brazil ended 2023 on a weak note, a...

22nd February 2024 · 1 min read

Latin America Rapid Response

Colombia GDP (Q4 2023)

The stagnation in Colombia’s GDP in Q4 confirmed that the economy remained very weak at the end of last year and we think the recovery this year will be slower than most anticipate. At the margin, the...

15th February 2024 · 2 mins read

Latin America Economics Weekly

Milei’s setback, Venezuela’s sanction, new rate forecasts

Argentine President Milei's ambitious stabilisation plan suffered a major blow in the past week and flipping the primary balance back into surplus is now looking increasingly difficult. Elsewhere...

2nd February 2024 · 7 mins read

Latin America Economics Update

Lat Am easing cycles show increasing divergence

While Latin American central banks seemed to act in unison when raising interest rates (albeit with Brazil a bit ahead of the pack), the raft of interest rate decisions in the region yesterday...

1st February 2024 · 4 mins read

Latin America Chart Pack

Latin America Chart Pack (January 2024)

Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Mexico and Brazil’s economies appear to have struggled towards the end of Q4 – a trend we...

25th January 2024 · 1 min read

Latin America Economics Update

Improved LatAm budget positions won’t stop debt rising

Headline and primary budget balances across Latin America generally improved over the course of 2023 (Brazil was a key exception). But it seems unlikely that this will be sustained, and debt-to-GDP...

18th January 2024 · 3 mins read

Latin America Economics Weekly

Ecuador’s spiralling violence, diverging inflation story

The dramatic escalation of violence in Ecuador this week is primarily a social and security problem, but there will be economic implications too. Activity is likely to be disrupted and the government...

12th January 2024 · 5 mins read

Latin America Economics Weekly

Argentina deregulates, Brazil’s tax reform, rate cuts

The past week saw a flurry of pro-growth reforms that could boost long-term growth prospects in parts of the region. In Argentina, President Milei took a first big step towards reducing the role of...

22nd December 2023 · 5 mins read

Latin America Chart Pack

Latin America Chart Pack (December 2023)

Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. The surprising strength this year of the region’s two largest economies, Brazil and Mexico...

20th December 2023 · 1 min read