Latin America Economics Update Lat Am markets suffer more than most in latest EM sell-off Markets in Latin America have been hit particularly hard in the latest EM sell-off. A combination of factors has been responsible, including falling commodity prices and a renewed focus on the likely... 30th September 2014 · 1 min read
Latin America Chart Pack Growth concerns come to the fore The past month has seen renewed concerns about the growth outlook for much of Latin America. GDP in the region grew by just 1.1% y/y in Q2 and the available data so far point to a similar pace of... 26th September 2014 · 1 min read
Latin America Economics Update Argentine peso has further to fall The Argentine government has introduced various measures in recent weeks to increase the availability of foreign currency in a bid to stem the depreciation of the peso in both official and unofficial... 15th September 2014 · 1 min read
Latin America Economics Update Mexican industry to drive outperformance of the economy Today’s data provide yet further evidence that Mexican industry is turning the corner. With rising demand from the neighbouring US set to boost the manufacturing sector, and the government’s fiscal... 11th September 2014 · 1 min read
Latin America Economic Outlook Treading water Economic growth in Latin America slowed further in the first half of 2014 and we see little chance of a strong rebound over the coming quarters. The key props to strong growth in the past decade are... 8th September 2014 · 1 min read
Latin America Economics Update Brazil manufacturing may stagnate in Q3, but no rapid rebound August’s manufacturing PMI suggests that while conditions in Brazilian industry may have stopped getting worse, there is little evidence to suggest that manufacturers will lead a rapid rebound from... 1st September 2014 · 1 min read
Latin America Chart Pack Mexico turning the corner The past month has brought signs that Mexico’s economy is finally turning the corner. latestdata suggest that the Mexican economy has turned the corner. GDP expanded by a seasonally-adjusted 1.0% q/q... 28th August 2014 · 1 min read
Latin America Economics Update No signs of contagion from Argentine debt saga The ongoing Argentine debt dispute continues to disrupt local markets, but so far there has been no contagion to the rest of the region. Equities have performed well so far in August, while it has... 26th August 2014 · 1 min read
Latin America Economics Update Mexican economy gaining momentum The fact that the annual rate of Mexican GDP growth slowed to just 1.6% in the second quarter (from 1.9% in Q1) will probably grab the headlines, but the bigger picture is that q/q growth accelerated... 21st August 2014 · 1 min read
Latin America Economics Update A fork in the road Data on vehicle production released over the past month suggest contrasting fortunes for Latin America’s two largest economies. While Mexico seems to be turning a corner and growth over the second... 13th August 2014 · 1 min read
Latin America Economics Update Credit growth cools, but vulnerabilities persist The pace of private sector lending growth in most parts of Latin America has continued to cool this year, but the credit boom of the past decade means that vulnerabilities persist in a few places. At... 5th August 2014 · 1 min read
Emerging Markets Economics Update Asia drives rebound in EM manufacturing According to the latest batch of PMI data, manufacturing activity across the emerging world strengthened in July supported largely by a continued improvement in Emerging Asia, in particular China... 4th August 2014 · 1 min read
Latin America Economics Update More bad news for Brazilian industry Brazilian industrial production contracted sharply in June and July’s weak manufacturing PMI suggests that there could be more bad news in the pipeline. By contrast, the outlook for Mexican industry... 1st August 2014 · 1 min read
Latin America Chart Pack Argentina teeters on the brink of another default With talks between Buenos Aires and holdout bondholders seemingly having stalled, it appears increasingly likely that Argentina will be prevented from making an interest payment that is due on... 25th July 2014 · 1 min read
Latin America Economics Update More gloom for Brazil’s manufacturers June’s business surveys suggest that manufacturing in Brazil is doing little more than stagnating. By contrast, the outlook for Mexican manufacturers is much brighter – the latest survey data suggest... 1st July 2014 · 1 min read
Latin America Economics Update Contagion from Argentine debt dispute limited So far at least, financial markets in Argentina have largely shrugged off the fact that, barring a last minute deal with holdout creditors, the government now seems destined to enter a technical... 30th June 2014 · 1 min read
