Latin America Economics Focus How exposed are equity markets to investor risk aversion? Whereas all of Latin America’s equity markets would be hit by a renewed bout of investor risk aversion, some appear to be more vulnerable than others. Specifically, Brazilian, Argentine and Mexican... 17th February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Latin America Economics Update QE3 would be a damp squib for Lat Am markets Hopes are rising that further unconventional monetary easing by Western central banks – be it a third round of quantitative easing (QE) by the Fed, or Long Term Refinancing Operations (LTROs) by the... 16th February 2012 · 1 min read
Latin America Economics Update Uruguay: threat of overheating to recede this year Although symptoms of overheating remain evident in Uruguay, these concerns should take a back seat in 2012 as inflationary pressures fade and demand from Brazil and Argentina slows. The key point is... 3rd February 2012 · 1 min read
Latin America Chart Pack A flying start, but can it last? Financial markets in Latin America have made a flying start to 2012 following a recovery in global risk appetite and an improvement in the incoming economic data. Nonetheless, we would caution against... 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 Uruguay better placed to weather slowdown than Argentina Uruguay and Argentina both delivered impressive growth in Q3. Nevertheless, while they will both inevitably suffer over the coming quarters as the world economy slows, the key difference is that... 21st December 2011 · 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 Update How would a crisis in Europe hit Latin American banks? 8th 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 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 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
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
