- In one line: Disinflation is under way; the door to rate cuts is opening gradually.
Andres Abadia (Senior International Economist)Latin America
- In one line: Disinflation continues, which will allow Banxico to hold rates this month.
Andres Abadia (Senior International Economist)Latin America
- In one line: Interest rate cuts are coming soon as inflation pressures continue to ease.
Andres Abadia (Senior International Economist)Latin America
- In one line: Inflation finally is falling, but increased political risk is an enormous threat.
Andres Abadia (Senior International Economist)Latin America
- In one line: Headline inflation continues to fall rapidly, but core pressures remain sticky, for now.
Andres Abadia (Senior International Economist)Latin America
- In one line: Inflation continues to roll over, no need for further monetary tightening.
Andres Abadia (Senior International Economist)Latin America
- In one line: Inflation continues to fall, despite increased political noise.
Andres Abadia (Senior International Economist)Latin America
- In one line: Disinflation underway, despite increased fiscal risks.
Andres Abadia (Senior International Economist)Latin America
- In one line: Finally responding to tight financing conditions and the CLP’s rebound.
Andres Abadia (Senior International Economist)Latin America
- In one line: Disinflation continues, but Lula-driven policy noise remains a threat.
Andres Abadia (Senior International Economist)Latin America
- In one line: Disinflation is losing speed; retailers are struggling.
Andres Abadia (Senior International Economist)Latin America
- In one line: Overshooting expectations, but conditions will remain benign in H1.
Andres Abadia (Senior International Economist)Latin America
- Brazil — Political chaos will have a limited effect
- Mexico — A solid start to the year
- Peru — Ignoring once again another political crisis
Andres Abadia (Senior International Economist)Latin America
- In one line: Still falling, but the downtrend is losing speed.
Andres Abadia (Senior International Economist)Latin America
- In one line: Overshooting expectations, but a downtrend will emerge soon.
Andres Abadia (Senior International Economist)Latin America
The Argentinian economy is resilient, but the survey data tell a clear story of slowing growth in H1.
Households have been able to muddle through this year, but inflation is fast approaching 100%.
Deteriorating fundamentals suggest that the ruling coalition will lose the presidency in 2023.
Andres Abadia (Senior International Economist)Latin America
Economic activity remains relatively resilient in Peru, despite a deteriorating political backdrop.
Growth momentum will continue to slow over H1, due to high inflation and high interest rates...
...But the economy won’t collapse; relatively solid check-and-balances will prevent a nightmare.
Andres Abadia (Senior International Economist)Latin America
