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Search Results: 60
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60 matches for " low interest rates":

5 July 2019 Chile's Retail Sector is Stabilizing, but Policy Uncertainty Remains (Publication Centre)

The economic recovery disappointed in Chile during most of the first half of the year, despite relatively healthy fundamentals, including low interest rates, low inflation and stable financial metrics.

29 May 2020 The Pandemic is Worsening in the Andes, Despite the Quick Response (Publication Centre)

We were expecting the pandemic in the Andes to reach a plateau over the coming weeks, given the quick response of regional governments to fight the virus.

29 Jan 2020 Brazil External Accounts Weakened in 2019, but Are Not a Concern Yet (Publication Centre)

Brazil's external accounts were a relatively bright spot again last year.

3 Dec 2019 Tariffs on Steel Aluminium Highlight Downside Risks for LatAm (Publication Centre)

President Trump tweeted yesterday that he wants to re-introduce tariffs on steel and aluminium imports from Brazil and Argentina, after accusing these economies of intentionally devaluing their currencies, hurting the competitiveness of U.S. farmers.

3 Sept 2019 Andean Economies Start Q3 on a Good Note, Argentina on the Brink (Publication Centre)

Data released on Friday show that the Chilean economy had a weak start to the second half of the year.

3 September 2018 Brazil's Economy was Resilient in Q2, but the Recovery is Sluggish (Publication Centre)

The Brazilian economy enjoyed a decent Q2, with GDP rising 0.2% quarter-on-quarter, despite the disruptions caused by the truck drivers' strike, after a 0.1% decline in Q1.

27 May 2020 Low Inflation in Brazil, A Surprising Upward Revision to Mexico's GDP (Publication Centre)

Data released yesterday in Brazil support our base case that the IPCA inflation rate will remain relatively stable over the coming months, hovering around 2%.

25 Nov 2019 Inflation in Brazil and Mexico is Easing, No Immediate Threats Here (Publication Centre)

Inflation in the biggest economies in the region remains close to cyclical lows, allowing central banks to ease even further over the next few months.

23 June 2020 Last Week's "Black Friday" in Colombia will Boost Covid Cases (Publication Centre)

Recent data in Colombia have confirmed that virus containment measures caused much bigger declines in activity in early Q2 than initially expected.

22 May 2019 Sino-U.S. Negotiations are a Key Risk to Andean External Accounts (Publication Centre)

Data released on Monday showed that Chile's external accounts remained under pressure at the start of the year, and trade tensions mean that it will be harder to finance the gap.

24 Feb. 2016 Mexico's GDP Slowed in Q4, but Services are Still Resilient (Publication Centre)

Mexico's economy slowed marginally in Q4, due mainly to the challenging external environment, but the domestic economy remains relatively healthy. Real GDP rose 0.5% quarter-on-quarter in Q4, following a 0.8% solid expansion in Q3. Year-over-year growth dipped to 2.5% from 2.8%.

24 July 2019 The ECB's Q2 Lending Survey Provides Support for ECB Doves (Publication Centre)

The headline in yesterday's ECB Q2 bank lending survey seemed almost tailor-made for the central bank to deliver a dovish message to markets this week.

30 January 2019 Colombia's Economic Growth Prospects will Improve Soon (Publication Centre)

Recently released data in Colombia signal that the economy ended last year quite strongly.

26 May 2020 More Traumatic Data in Mexico, the Recovery is Set to be Subpar (Publication Centre)

Inflation in Mexico surprised to the upside in April, but the underlying picture has improved rapidly over recent months.

4 July 2018 Consumption is on the Mend in LatAm but Downside Risks Abound (Publication Centre)

Consumption remains an important source of economic growth in LatAm.

8 July 2020 Inflation will Stay Comfortably Low in the Andes Over the Second Half (Publication Centre)

The rate of increase of Covid-19 new cases in the Andes is still rapid, but it seems to have peaked in recent days in most countries.

7 November 2018 Sentiment Surveys are Deteriorating in Mexico Texcoco Airport Effect (Publication Centre)

Recently released data in Mexico are sending weak signals for the business outlook, and the Texcoco airport saga won't help.

8 Nov 2019 Inflation in Brazil Supports a Dovish BCB, Mexican Capex Rebounded (Publication Centre)

Headline inflation in Brazil remained low in October, and even breached the lower bound of the BCB's target range.

9 April 2019 Inflation in the Andes Remains Tame Despite Overshooting in March (Publication Centre)

Colombia and Chile faced similar broad trends through most of 2018.

9 January 2019 Brazil's Industrial Sector Ended Q4 on a Weak Footing Can it Improve (Publication Centre)

Brazil's industrial sector is still struggling, despite recent signs of better economic and financial conditions.

6 May 2020 Brazil's Industrial Sector Collapsed in March, It will Slide Further in Q2 (Publication Centre)

Efforts to contain the coronavirus outbreak severely dented industrial activity in Brazil.

6 Mar 2020 Brazil's Economic Recovery to Continue, if Covid-19 Allows it (Publication Centre)

Data released on Wednesday, along with the BCB's press release on Tuesday, supported our longstanding forecast of further rate cuts in Brazil in the very near term.

4 May 2020 Data are Starting to Show the Shock of Covid-19, Q2 will be a Write-off (Publication Centre)

LatAm data in recent days have confirmed that efforts to contain the coronavirus, plunging global trade, and the collapse in oil prices, are dealing a severe economic and financial blow.

21 November 2017 Chile's Economy Rebounded in Q3, but Politics Will Dominate the News (Publication Centre)

Incoming data confirm our view that the Chilean economy to rebound steadily in the second half of the year, with real GDP increasing 1.5% quarter-on-quarter in Q3, after a relatively modest 0.9% increase in Q2 and a meagre 0.1% in Q1.

5 June 2019 Good Economic and Political News in Brazil Is the Outlook Improving (Publication Centre)

The week started well for Brazil's President Bolsonaro.

5 May 2020 Chile Shows First Signs of the Covid-19 Hit, More Pain to Come (Publication Centre)

The recent March economic activity reports for Chile have been terrible, showing the first signs of the Covid-19 shock, and worse is to come.

6 December 2017 Low Rates Will Continue to Spur the Industrial Recovery in Brazil (Publication Centre)

Brazilian data strengthened early in Q4, supporting the case for the COPOM to slow the pace of rate cuts. We expect the SELIC policy rate to be lowered by 50bp today, to 7.0%.

4 December 2017 GDP Growth Will Rise in Brazil Next Year, but Political Risk is Looming (Publication Centre)

Data released last week confirm that Brazil's recovery has continued over the second half of the year, supported by steady household consumption and rebounding capex.

22 June 2020 Bold Fiscal and Monetary Measures to Fight Chile's Pandemic (Publication Centre)

Economic activity in Chile in the first half of the year is now a write-off, due to Covid-19. The country is in a deep recession, and the impact of lockdowns on labour markets and businesses will cause long-lasting economic damage, which will hold back the recovery.

14 December 2018 Brazil's Central Bank Points to Rates on Hold for the Foreseeable Future (Publication Centre)

The Brazilian central bank left its benchmark Selic interest rate on hold at 6.5% on Wednesday night and confirmed our view that policymakers will stand pat for the foreseeable future, provided the BRL remains stable and Mr. Bolsonaro is able to push forward his reform agenda.

14 Apr 2020 Coronavirus Infections Stabilising in DM, but LatAm is Way Behind (Publication Centre)

Last week, while we were taking our spring break at home, markets behaved relatively well in LatAm.

14 June 2017 Korean Growth Probably Peaked in Q1. Construction to Slow (Publication Centre)

Construction accounted for the entire 1.1% quarter-to- quarter expansion of the Korean economy in Q1, but the sector is now set to slow.

14 June 2017 Retail Sales Show Brazil's Gradual Consumer Recovery Continues (Publication Centre)

Evidence of a modest upturn in Brazilian consumers' spending continues to mount. Retail sales rose 1.0% month-to-month in April, pushing the year-over-rate up to +1.9%, from an upwardly-revised -3.2% in March.

15 Apr 2020 Brazil's Economy will Rebound in Q3, but Bad Virus Policy is a Risk (Publication Centre)

The hard economic data in Brazil were relatively solid while we were off last week, supporting our view that the economy was experiencing a good spell at the start of the year just before the coronavirus hit.

13 February 2019 Is the Collapse in the Argentinian Survey and Real Data over (Publication Centre)

We will be paying special attention to the sentiment surveys for Argentina over the coming weeks.

12 October 2018 Brazilian Households are in Good Shape, Despite Rising Political Risk (Publication Centre)

Data released yesterday support our view that the Brazilian retail sector has gathered strength in recent months, following a weak Q2, when activity was hit by the truckers' strike.

1 June 2020 The Brazilian Economy Collapsed in Q1, but Much Worse is to Come (Publication Centre)

Data released in recent days have started to reveal a story of horror and misery in the Brazilian economy.

1 July 2019 GDP Unlikely to Surpass Q1's Growth Rate This Year (Publication Centre)

It's probably safe to assume that Q1's 0.5% quarter-on-quarter increase in GDP will be as good as it gets this year.

11 May 2020 Bolsonaro's Surreal Approach to the Pandemic is Putting Brazil in Peril (Publication Centre)

Economic conditions in Brazil are deteriorating rapidly.

12 July 2017 Andean Policymakers Will Meet Market Expectations Tomorrow (Publication Centre)

Markets are looking for the BCCh to remain on hold and the BCRP to ease on Thursday; we think they will be right. In Chile, the BCCh will hold rates because inflation pressures are absent and economic activity is stabilizing following temporary hits in Q1 and early Q2.

12 May 2020 Andean Economies Stand Out for their Solid Response to Covid-19 (Publication Centre)

The Andean countries were quick to implement significant measures in response to the initial stage of the pandemic, adopting a broad range of economic and social policies to ease the effects.

16 July 2018 Mr. Duque Inherits a Colombian Economy Firing on all Cylinders (Publication Centre)

Last week's hard data in Colombia were upbeat, confirming that economic growth accelerated in the first half. Retail sales rose 5.9% year-over-year in May, overshooting consensus.

14 May 2019 Rising Trade Tensions Keep Andes' Central Banks on the Sideline (Publication Centre)

Chile and Peru faced similar growth trends in 2018, namely, a solid first half, followed by a poor second half, particularly Q3.

20 Mar 2020 Monetary and Fiscal Policy Measures to Fight the Economic Armageddon (Publication Centre)

Economic and financial conditions continue to deteriorate sharply in LatAm.

16 November 2018 Banxico is Pushed to Hike Rates Further Tactical Tightening is Likely (Publication Centre)

Banxico hiked its policy rate by 25bp to a cyclical-high of 8.0% yesterday, in line with market expectations.

20 November 2018 Chile's Economy Shifted into Lower Gear in Q3, is the Outlook Brighter (Publication Centre)

Chile's Q3 GDP report, released yesterday, confirmed that the economy lost momentum in the last quarter.

21 Jan 2020 Colombia's Private Consumption Slowed in Q4, Will it Stabilize Soon? (Publication Centre)

Data released on Friday confirmed that Colombian activity lost momentum in Q4, following an impressive performance in late Q2 and Q3. Retail sales rose 4.4% in November, down from 7.4% in October and 8.3% in Q3.

21 January 2019 Colombia's Private Spending Did Well in Q4, 2019 Will Be Solid (Publication Centre)

Data released on Friday confirmed that Colombian activity remained strong in Q4.

19 Nov 2019 Chile's Economy Shifted into Higher Gear in Q3, it will Stall in Q4 and Q1 (Publication Centre)

Chile's Q3 GDP report, released yesterday, confirmed that the economy gathered speed in the third quarter, but this is now in the rearview mirror.

2 July 2019 Auto Sales are Solid: Fundamentals are Keeping Sales Over 17M (Publication Centre)

We keep hearing that the auto market is struggling, but that idea is not supported by the recent sales numbers.

19 May 2020 A Eurozone Investor's Shopping List in a Time of Covid-19 (Publication Centre)

The uncertainty over the strength and speed of the economic rebound is still a concern for investors in terms of putting money to work.

18 May 2020 GDP in Brazil and Colombia to Fall Even Further in Q2, Q3 will be Better (Publication Centre)

Data released on Friday confirmed an appalling end to the first quarter for the Brazilian and Colombian economies. In Brazil, the March IBC-Br, a monthly proxy for GDP, plunged 5.9% month-to-month, close to expectations.

17 July 2019 Colombia's Outlook is Improving Domestic Demand is Solid (Publication Centre)

May's activity data underline the gradual recovery in Colombia's economic growth, following signs of weakness at the start of the year.

19 December 2018 Another Strong Economic Activity Index in Brazil Outlook is Upbeat (Publication Centre)

Brazil is back on global investors' radar screens. Financial market metrics capture a relatively robust bullish tone, especially since the presidential election.

19 June 2019 Another One Bites the Dust Growth Cools Temporarily in Peru (Publication Centre)

Peru's April supply-side monthly GDP data confirm that the economic rebound lost momentum at the start of the second quarter.

CITY A.M. - Cheap energy and low interest rates lift Eurozone consumers (Media Centre)

Chief Eurozone Economist Claus Vistesen comments on Eurozone Consumer Confidence

27 July. 2016 Can Fiscal Stimulus be a Silver Bullet for the Eurozone Economy? (Publication Centre)

Global economic growth continues to fall short of expectations, and the call for aggressive fiscal stimulus is growing in many countries. This is partly a function of the realisation that monetary policy has been stretched to a breaking point. But it is also because of record low interest rates, which offer governments a golden and cheap opportunity to kickstart the economy. One of the main arguments for stronger fiscal stimulus is based on classic Keynesian macroeconomic theory.

CNBC - Can German shoppers save the euro zone? (Media Centre)

Chief Eurozone Economist Claus Vistesen on the latest German consumer figures

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