- Brazilian Real — Resilience in the face of adversity
- Mexican Peso — Complex economic and external waters
- Colombian Peso — Trade and fiscal issues in the spotlight
Andrés Abadía (Chief LatAm Economist)Latin America
- US - A growth slowdown looms, as the saving rate rebounds
- EUROZONE - The ECB can’t dodge questions on the neutral rate for much longer
- UK - MPC preview: 25bp cut, guiding to three-to-four reductions in 2025
- CHINA+ - DeepSeek puts Chinese AI on the map; a wake-up call for investors
- EM ASIA - New headwinds amid green shoots; PH won’t do much better in 2025
- LATAM - Mexico, Colombia: mixed inflation signals amid rate cut prospects
ian shepherdson (Chief Economist, Chairman and Founder)Global
- The industrial and commerce sectors are driving Chile’s growth, despite persistent issues in services.
- Confidence indicators are on the mend, as activity navigates complex reforms and external pressures.
- The BCCh will have to take a cautious approach amid sluggish employment growth and high inflation.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: The recovery continues, and expect further good news in Q1.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The recovery continues, and expect further good news in Q1.
Andrés Abadía (Chief LatAm Economist)Latin America
- Presidents Sheinbaum and Trump agreed to pause tariffs, focusing on border-security cooperation.
- BanRep held interest rates at 9.5%, surprising the consensus, citing inflation and Petro-Trump tensions.
- Increasing inflation expectations and high labour costs are further threats, but BanRep will cut again.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: On hold, as uncertainty has increased substantially.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold, as uncertainty has increased substantially.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A solid end to the year, explaining the cautious tone of the BCCh.
Andrés Abadía (Chief LatAm Economist)Latin America
- Mexico’s economic fragility is exposed as US trade policy pushes activity to the verge of recession.
- Banxico will have to balance slowing growth, potential US tariffs and the MXN’s performance.
- Chile’s landmark pension reform strengthens social security and dismantles systemic uncertainty.
Andrés Abadía (Chief LatAm Economist)Latin America
EXTERNAL RISKS ARE FORCING A CAUTIOUS APPROACH…
- …THE PETRO-TRUMP SAGA HIGHLIGHTS THE GROWING THREAT
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A terrible end to the year, and downside risks have increased.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A terrible end to the year, and downside risks have increased.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Another bold rate hike and a continued hawkish stance.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Another bold rate hike and a continued hawkish stance.
Andrés Abadía (Chief LatAm Economist)Latin America
