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11 matches for " tax reform":

28 March 2017 Full-Scale Tax Reform Likely is Dead (Publication Centre)

The failure of House Republicans to support Speaker Ryan's healthcare bill has laid bare the splits within the Republican party. The fissures weren't hard to see even before last week's debacle but the equity market has appeared determined since November to believe that all the earnings-friendly elements of Mr. Trump's and Mr. Ryan's agendas would be implemented with the minimum of fuss.

20 December 2016 BanRep Brings Forward the Start of Rate Cuts on Growth Concerns (Publication Centre)

BanRep surprised the markets on Friday with a 25bp interest rate cut, bringing rates to 7.50%. We expected the Colombian central bank to start easing in January, due to the uncertainties surrounding the tax reform package and the ongoing minimum wage negotiations.

28 May 2019 Brazil's Inflation Remains Benign, Mexico's GDP Brings Bad News (Publication Centre)

Brazil's economic prospects continue to deteriorate rapidly, due to a combination of rising political uncertainty, the failure of the new government to advance on reforms, and ongoing external threats.

8 April 2019 Andean Economies Hoping for a U.S.-China Trade Deal Soon (Publication Centre)

Fears of a Chinese hard landing have roiled financial and commodity markets this past year and have constrained the economic recovery of major raw material exporters in LatAm.

28 February 2017 Colombia's Economy is Struggling, but Further Easing is Coming (Publication Centre)

The Colombian economy was relatively resilient at the end of last year, but economic reports released during the last few weeks indicate that growth is still fragile, and that downside risks have increased. Real GDP rose 1.0% quarter-on-quarter in Q4, pushing the year-over-year rate up to 1.6% from 1.2% in Q3.

5 February 2019 Economic and Inflation Conditions Remain Benign in the Andes (Publication Centre)

Colombia's BanRep stuck to the script on Thursday by leaving the policy rate on hold at 4.25%.

22 March 2017 Improving Fiscal Picture in the South, but Politics Are Key (Publication Centre)

Growth in South America disappointed last year, but prospects are gradually improving on the back of rising commodity prices and the global manufacturing rebound. These factors will help to ease the region's external and fiscal vulnerabilities, particularly over the second half of the year. On the domestic front, though, the first quarter has proved challenging for some countries, hit by temporary supply factors such as a mine strikes, floods, and wildfires.

23 May 2017 Has the Outlook for Business Investment Brightened? (Publication Centre)

The recent deceleration in households' real spending means that either business investment or net exports will have to pickup if the economy is to avoid a severe slowdown this year.

20 March 2017 If Fundamental Tax Reform Fails, What Happens to Fiscal Policy? (Publication Centre)

The White House Budget for fiscal 2018, released last week, has no chance of becoming law in anything like its current form, so we don't propose to spend much time dissecting it. But we do need to set out our view on what might actually happen to fiscal policy over the next few months, because it potentially could make a material difference to the pace, and ultimate extent, of Fed tightening.

25 January 2017 Will a Border Adjustment Tax Drive Up Inflation? (Publication Centre)

We've seen some alarming estimates of the potential impact on inflation of the House Republicans' plans for corporate tax reform, with some forecasts suggesting the CPI would be pushed up as much as 5%. We think the impact will be much smaller, more like 1-to-11⁄2% at most, and it could be much less, depending on what happens to the dollar. But the timing would be terrible, given the Fed's fears over the inflation risk posed by the tightness of the labor market.

18 January 2017 The MXN Will Struggle in the Near-Term as Markets Assess Trump (Publication Centre)

Donald Trump's inauguration on Friday might mark the beginning of a new era for both the U.S. and the global economy. For commodity-producing Latam countries, such as Chile, Peru and Colombia, attention will shift to Trump's proposed tax reforms, pro-business agenda and planning infrastructure spending. Mexico, on the other hand, will be grappling with Mr. Trump's trade and immigration policies.

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