Latin America Economics Focus How exposed are equity markets to investor risk aversion? Whereas all of Latin America’s equity markets would be hit by a renewed bout of investor risk aversion, some appear to be more vulnerable than others. Specifically, Brazilian, Argentine and Mexican... 17th February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Latin America Economics Update QE3 would be a damp squib for Lat Am markets Hopes are rising that further unconventional monetary easing by Western central banks – be it a third round of quantitative easing (QE) by the Fed, or Long Term Refinancing Operations (LTROs) by the... 16th February 2012 · 1 min read
Latin America Economics Update Making sense of Latin America’s inflation conundrum Recent data have given mixed messages on the outlook for inflation in Latin America. On the one hand, inflation seems to be firmly on a downward path in Brazil and Peru. Yet the drop in Chilean... 14th February 2012 · 1 min read
Latin America Economics Update Fiscal reforms still key to preventing excessive FX appreciation On past form at least, the latest set of measures announced by Colombia and Brazil to curb currency strength are unlikely to have a lasting impact on foreign exchange markets. Instead, fiscal reforms... 6th February 2012 · 1 min read
Latin America Economics Update Colombian interest rates still likely to fall this year The Central Bank of Colombia (BANREP) last night surprised the market once again by hiking interest rates by 25bps to 5.0%. But while this latest decision has cast some doubt over view on interest... 31st January 2012 · 1 min read
Latin America Chart Pack A flying start, but can it last? Financial markets in Latin America have made a flying start to 2012 following a recovery in global risk appetite and an improvement in the incoming economic data. Nonetheless, we would caution against... 26th January 2012 · 1 min read
Latin America Economics Update Savings hold the key to dealing with falling commodity prices The recent rebound in commodity prices has eased concerns about growth outlook for Latin America. But the key point remains that the windfall from high prices has been spent, rather than saved... 26th January 2012 · 1 min read
Latin America Economics Update Colombian growth easing, not overheating Following break-neck Q3 GDP growth in Colombia, there have been some concerns that the economy is overheating. But the recent activity data suggest that the pace of growth is now easing, while... 20th January 2012 · 1 min read
Latin America Economics Update Will China pull the rug from under Latin America? This is the first edition of our new monthly publication Latin America Watch. This will analyse major talking points in the region and preview key data and events. In this issue we look at the impact... 19th January 2012 · 1 min read
Latin America Economics Update Policy set to ease across the region in 2012 Growth concerns will increasingly dominate Latin American policymakers’ agendas as we move into 2012. With many of the world’s advanced economies headed towards recession, and China’s economy... 20th December 2011 · 1 min read
Latin America Economics Update Q3 probably as good as it gets for Colombia The Colombian economy has outperformed much of the region in recent quarters and is on track to expand by 5.5% this year. But while it should continue to do relatively well next year, it seems... 20th December 2011 · 1 min read
Latin America Chart Pack Growth concerns to dominate in first half of 2012 The past month has brought yet more evidence that Brazil’s economy has come rapidly off the boil. Indeed, it seems likely that the country may now, in technical terms at least, be in recession. For... 15th December 2011 · 1 min read
Latin America Economics Update How would a crisis in Europe hit Latin American banks? 8th December 2011 · 1 min read
Latin America Economics Update Lat Am equities to disappoint in 2012, outperform in 2013 In light of our revised assumption on the timing of the euro-zone break-up, we have revised our equity markets forecasts. We think that all of the region’s markets will fall next year, and expect them... 7th December 2011 · 1 min read
Latin America Chart Pack Better placed, but not immune The past month has brought further signs that growth in Latin America has started to slow in response to the deepening crisis in the euro-zone, the turmoil in world markets and weaker demand from... 28th November 2011 · 1 min read
