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Peruvian New Sol -- President Castillo already on fire Chilean Peso --The copper-driven sell-off Colombian Peso -- Deteriorating fundamentals
Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.
Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy
Brazil's Renewed Covid Crisis will Hurt the Services Economy in Q1
Brazil's Manufacturing was Immune to the Virus in Q4, Will it Last?
The pandemic is worsening in most of LatAm, triggering a new wave of localised lockdown measures and curfews in order to stop the spread
While we were out, new Covid-19 cases continued to increase in Brazil and Colombia. The latest uptick in Mexico's cases seems to be peaking, though the data are not reliable,...
Inflation data for Brazil and Chile released last week surprised to the upside, but the rebound in September mainly was driven by the effect of the reopening of the economy and...
Brazil's retail sector has shrugged off the Covid- related shock and leading indicators suggest that activity will continue to improve over the next few months.
Recent economic activity, labour market and inflation data all have surprised Brazilian policymakers' expectations, to the upside.
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