Latin America Chart Pack World Cup proving a welcome distraction for Brazil The 2014 Football World Cup is proving to be a welcome distraction from yet more downbeat news on Brazil’s economy over the past month. Our GDP Tracker suggests that, after dropping to just 1.9% y/y... 27th June 2014 · 1 min read
Latin America Economic Outlook Stuck in the slow lane Latin America’s economy looks set to remain stuck in the slow lane over the next couple of years. The drivers of strong growth over the past decade – including rapid credit growth and strong global... 19th June 2014 · 1 min read
Latin America Economics Update Interest rates on hold at 4% in Chile and Peru Policymakers in both Chile and Peru left interest rates unchanged at 4% last night and we expect above target inflation to restrict the room for rate cuts in the second half of the year. On balance... 13th June 2014 · 1 min read
Latin America Chart Pack GDP growth slowed in Q1, likely to remain sluggish First quarter GDP data released over the past month suggest that the region’s economy slowed further at the start of this year, with growth dipping to just 2.0% y/y in Q1, down from 2.2% y/y in Q4... 2nd June 2014 · 1 min read
Latin America Economics Update Bumpy road ahead for Lat Am markets Currencies, equities and bonds have all fared well so far this month after a turbulent past year. While we expect bouts of financial market volatility as US monetary policy becomes less accommodative... 22nd May 2014 · 1 min read
Latin America Economics Update Rising inflation to prevent interest rate cuts despite slow growth Rising inflation looks set to force policymakers in most parts of Latin America to keep monetary policy relatively tight despite evidence that the region is entering a new phase of weaker economic... 9th May 2014 · 1 min read
Latin America Economics Update Peru: Aggressive easing unlikely Interest rates in Peru were left unchanged at 4% last night and we do not foresee aggressive monetary easing in the next 18 months. While economic growth looks set to slow, we think that a large... 9th May 2014 · 1 min read
Latin America Chart Pack Inflation concerns resurface in Brazil Inflation has started to accelerate once again in Brazil, casting doubt over signals from the central bank that the hike in interest rates earlier this month could be the last in the current... 25th April 2014 · 1 min read
Latin America Economics Update Recovery gains momentum The past month has seen Latin American financial markets perform fairly well, building on the momentum of March’s rebound. But despite the recent gains, we expect some renewed downside this year amid... 23rd April 2014 · 1 min read
Latin America Economics Update External vulnerabilities mean weak growth, not crisis We have been warning for a very long time that the recent period of strong growth in Latin America has been built on shaky foundations. With external vulnerabilities mounting, several countries in the... 14th April 2014 · 1 min read
Latin America Economics Update Peru: Rates on hold – some small cuts possible this year Peruvian interest rates were left unchanged at 4% last night and we think that high inflation and a large current account deficit mean that there is little room for aggressive easing this year as... 11th April 2014 · 1 min read
Latin America Economics Focus Pacific Alliance: Trading up? The Pacific Alliance pact has raised hopes of a boom in intra-regional trade, but the high degree of overlap between the export baskets of the member nations makes that unlikely. Nonetheless, the... 9th April 2014 · 1 min read
Latin America Economics Update Mexican industry set to pick up, despite drop in PMI Brazil’s manufacturing PMI picked up a little in March, while Mexico’s manufacturing PMI edged down. But the bigger picture is that Brazil’s manufacturing sector is still barely growing. By contrast... 1st April 2014 · 1 min read
Latin America Economics Update Markets steady after January rout Latin America’s financial markets stabilised in March after a woeful start to the year. In most countries, currencies and equity markets made modest gains. Colombia’s financial markets performed... 27th March 2014 · 1 min read
Latin America Chart Pack A Slow start to 2014 There have been further signs during the past month that Latin America has entered a new era of sluggish economic growth. With most of the official data for the fourth quarter now released, our... 26th March 2014 · 1 min read
Latin America Economic Outlook Growth to stay weak as commodity boom ends The world economy is recovering, but we expect growth in Latin America to continue to trudge along at a rate of 2.5-3.0% over the coming years. Sluggish growth will be due in part to less supportive... 21st March 2014 · 1 min read
