Latin America Economics Update Latin America’s wasted decade Concerns about widening current account deficits have been a key factor driving the recent turbulence in financial markets in Latin America. But while the deterioration in the current account... 18th February 2014 · 1 min read
Latin America Chart Pack Argentina devalues as Lat Am markets routed again Latin America’s financial markets have been among the hardest hit in the storm that has swept through the emerging world since the start of the year. The attention has focused on Argentina, where the... 31st January 2014 · 1 min read
Latin America Chart Pack Markets resist “Taper Tantrum” Financial markets in Latin America have for the most part shrugged off the Fed's decision to taper its asset purchases under QE3. Currencies have dipped a little following the decision, but the... 20th December 2013 · 1 min read
Latin America Economics Update A look ahead to 2014 elections The election calendar in Latin America is fairly quiet next year and even the two standout events - presidential elections in Colombia (in May) and Brazil (in October) - are likely to be relatively... 12th December 2013 · 1 min read
Latin America Economic Outlook Sluggish growth in 2014-15 After a golden decade during which annual GDP expanded by an average of more than 4%, Latin America is now entering a new era of weaker growth. We expect GDP growth to average 2.5-3.0% during 2014-15... 11th December 2013 · 1 min read
Latin America Chart Pack Growth relapses in the third quarter After staging a brief recovery in Q2, the Latin American economy appears to have suffered a relapse in the third quarter. Our calculations show that regional growth slowed to just 2.5% y/y in Q3, from... 27th November 2013 · 1 min read
Latin America Economics Update Fresh falls in Latin American currencies Latin American currencies have tumbled against the US dollar since mid-October and in many cases they are close to the lows that they reached during the height of this summer’s market sell-off... 15th November 2013 · 1 min read
Latin America Chart Pack Inflation eases back Having picked up in several countries in the early part of this year, inflation has slowed in most of Latin America in recent months and is now back within its target range in each of the region's... 29th October 2013 · 1 min read
Latin America Economics Update Ecuador’s growth model showing signs of exhaustion Our GDP tracker suggests that the recent slowdown in Ecuador’s economy abated in Q2. But this has come alongside a sharp widening of the fiscal deficit. With external financing options limited, we are... 1st October 2013 · 1 min read
Latin America Chart Pack Growth accelerates in Q2 but falters at start of Q3 The raft of official GDP data released over the past month confirmed that, having slowed sharply since the start of 2012, growth in Latin America picked up pace in the second quarter of this year. We... 25th September 2013 · 1 min read
Latin America Economics Update Weaker currencies have not fully restored competitiveness The depreciation of exchange rates across Latin America since May only goes part of the way to restoring external competitiveness that has been lost over the past five years. As such, we suspect that... 16th September 2013 · 1 min read
Latin America Chart Pack Exporters beginning to benefit from weaker currencies The recent increase in manufactured exports may be the first sign that Latin American industry is beginning to feel the benefit of weaker currencies. Nominal exports grew by 2.2% y/y in July, having... 29th August 2013 · 1 min read
Latin America Economics Update Brazil: how will policymakers respond to market rout? The sell-off in the Brazilian real over the past month has triggered a sharp upward revision in market expectations for interest rates over the next year. In this month’s Watch we explain why... 20th August 2013 · 1 min read
Latin America Chart Pack Rates to stay lower than the market expects Latin American central banks have taken divergent paths in 2013. Whereas Brazil started to hike interest rates in April, both Colombia and Mexico have trimmed their benchmark rates this year... 31st July 2013 · 1 min read
Latin America Economic Outlook A new era of weaker growth Latin American growth fell to its slowest rate since 2009 in the first half of this year and, while some countries are likely to see a rebound over the coming quarters, we think that for most this... 29th July 2013 · 1 min read
Latin America Economics Update Investment plan another reason to expect Mexico rebound The poor performance of the Mexican economy so far this year has been one of the biggest disappointments in Latin America. In this Watch we explain why, in contrast to Brazil, the slowdown owes more... 16th July 2013 · 1 min read
