Latin America Economics Update 2014: a stellar year for Mexican industry The decline in Mexican industrial production in November will test the patience of even the biggest Mexico bulls. Nonetheless, with US demand going from strength-to-strength, in this Watch we explain... 22nd January 2014 · 1 min read
Latin America Economics Update Mexico revving up to overtake Brazil The contrasting performances of the automotive sectors in Brazil and Mexico last year give an indication of the outlook for the region’s two largest economies. Booming vehicle sales in Mexico suggest... 9th 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 Markets to come under renewed pressure in 2014 Latin America's financial markets have stabilised during the past month, but are likely to come under pressure again in 2014 as global monetary conditions tighten and commodity prices fall. We expect... 18th December 2013 · 1 min read
Latin America Economics Update Mexican energy reform sets scene for stronger growth The landmark reform to open up the Mexican oil industry to private sector investment should alleviate concerns that the government’s ambitious reform programme has stalled before it has got off the... 13th 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 Economics Update Mexican industry moves further ahead of Brazil November’s PMI surveys add to the evidence that the outlook for Mexican manufacturing has improved markedly in recent months. By contrast, Brazilian manufacturing appears to be entering a prolonged... 2nd 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 Q3 the low point for Mexican GDP We expect Mexico’s poor performance in the third quarter to be the low point for the economy. While GDP growth will struggle to top 1.2% this year, it remains on course to accelerate to over 4% during... 21st 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 Economics Update The worst is now behind Mexico The Mexican economy has had a year to forget, but the worst should now be behind it. While GDP growth may struggle to top 1.2% this year, we expect it to accelerate to over 4% y/y in 2014-15. This... 12th November 2013 · 1 min read
Latin America Economics Focus How much do external conditions matter to Latin America? Our new Indicator of Global Conditions suggests that most of the fluctuations in Latin American GDP growth over the past few decades can be explained by changes in the global macroeconomic backdrop... 4th November 2013 · 1 min read
Latin America Economics Update Mexico’s industrial recovery likely to outshine Brazil’s October’s manufacturing PMIs rose to exactly the same level in both Brazil and Mexico. But of the two economies, we suspect the recovery is more likely to be sustained in Mexico. 1st 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 Mexican central bank signals end of the easing cycle The Central Bank of Mexico (BANXICO) lowered interest rates to a new record low today but its accompanying statement gave a heavy hint that this would be the last cut in the easing cycle. With the... 25th October 2013 · 1 min read
