- In one line: Recovery stalls as financial headwinds mount.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Recovery stalls as financial headwinds mount.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Industrial sector stabilises, but outlook remains weak.
Andrés Abadía (Chief LatAm Economist)Latin America
- Disinflation resumes in Mexico, but core pressures linger, led by services.
- External weakness weighs on manufacturing, but interest rate cuts offer relief.
- Construction rebounds, but trade tensions and weak US demand are a drag on industrial recovery.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Cooling inflation meets new headwinds.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Cooling inflation meets new headwinds.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core pressures lingering, but disinflation resumes.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core pressures lingering, but disinflation resumes.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s inflation is stabilising, but the US tariffs shock threatens growth and adds new inflation risks.
- Market reaction has been swift, but fundamentals and carry still support a stable BRL outlook.
- Services inflation remains sticky and disinflation could stall if external strains persist or escalate.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Sales extend their slide as headwinds mount.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Inflation falls again; BCCh likely to cut rates.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Inflation falls again; BCCh likely to cut rates.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — New highs, but risks cloud the outlook
- Mexico — Rally cools as policy risks resurface
- Chile — IPSA steadies post-rally, with upside scope
Andrés Abadía (Chief LatAm Economist)Latin America
- Chile’s CPI drop strengthens the case for a July rate cut, as disinflation in key categories gains traction.
- Fading shocks and a stronger CLP support disinflation; BCCh signals rates are moving towards neutral.
- Colombia’s inflation has fallen below 5%, but sticky services and fiscal noise keep BanRep cautious.
Andrés Abadía (Chief LatAm Economist)Latin America
- Mexico’s private consumption showed resilience in early Q2, but high interest rates weigh heavily.
- Capex continues to fall sharply amid trade-policy uncertainty and low business confidence.
- External demand remains the main support for growth, as domestic momentum weakens further.
Andrés Abadía (Chief LatAm Economist)Latin America
- Durable and capital goods output fell sharply in Brazil, highlighting weakness in domestic demand.
- Business sentiment and PMIs deteriorated further in June, indicating weaker output in coming quarters.
- Stable inflation and anchored expectations give BCRP room to stay neutral amid external volatility.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Manufacturing slumps as mining props up output.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Growth holding up, but momentum set to slow in H2.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Growth holding up, but momentum set to slow in H2.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazilian Real — Rebound tests fiscal resolve
- Mexican Peso — Rally faces growing headwinds
- Colombian Peso — Currency strength facing fiscal test
Andrés Abadía (Chief LatAm Economist)Latin America
