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 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 Food prices drive Mexican inflation higher While Mexican inflation has risen in recent months, the increase appears to have been due to higher food prices and not the sharp depreciation of the peso. With the economy set to slow this year, and... 9th January 2012 · 1 min read
Latin America Economics Update Resilience in the Mexican economy unlikely to last The latest survey data suggest that the Mexican economy ended 2011 in decent shape. But while the economy may have expanded by about 4.0% last year, we continue to think that this year will be much... 4th 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 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 Focus Mexico: Fiesta or siesta? The looming downturn in the US next year means that Mexican growth will slow in the run-up to July’s presidential elections. The task of raising economic performance therefore looks set to dominate... 13th 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
Latin America Economics Update Mexico Q3 GDP surprises on the upside, but still likely to slow Today’s better-than-expected Mexican GDP data present upside risks to our growth forecasts and mean that the economy may now expand by 4.0% this year. Even so, with the outlook for the global economy... 22nd November 2011 · 1 min read
Latin America Economics Update Room for manoeuvre The deepening crisis in the euro-zone, coupled with fears of a slowdown in China, has meant that concerns about overheating in Latin America’s major economies have quickly given way to worries over... 21st November 2011 · 1 min read
Latin America Economic Outlook Weaker growth to be met with policy stimulus A combination of weak growth and deepening debt crises in the G7 and softer demand from China means that the economies of Latin America are likely to slow by more than most expect over the next few... 18th November 2011 · 1 min read
Latin America Economics Update Concerns about Mexican inflation fading, rate cuts on the way Three months after the sell-off of the peso began, there are still few signs that the weaker currency has passed through to higher inflation. Indeed, we continue to expect inflation to remain close to... 9th November 2011 · 1 min read
Latin America Chart Pack Growth slows in the “big two” Growth has slowed sharply in Brazil and Mexico – Latin America’s two largest economies – over the past quarter. In Brazil, there are tentative signs that a two-year boom in domestic demand has started... 29th October 2011 · 1 min read
Latin America Economics Update More to follow Brazil’s lead Brazil’s decision to continue cutting interest rates despite the fact that inflation is running at a five-year high remains as controversial as ever. Nonetheless, on balance we think that the central... 22nd October 2011 · 1 min read
