- In one line: Inflation is still easing; good news for a still-hawkish Banxico.
Andres Abadia (Senior International Economist)Latin America
- In one line: A decent end to Q4, but the near-term outlook is deteriorating.
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: Better than expected, but inflation and tight monetary policy are still weighing on activity.
Andres Abadia (Senior International Economist)Latin America
- In one line: A robust start to the Q4, but H1 looks difficult.
Andres Abadia (Senior International Economist)Latin America
- In one line: Resilient, but conditions have deteriorated recently.
Andres Abadia (Senior International Economist)Latin America
- In one line: Weakening, due to high inflation and tighter financial conditions.
Andres Abadia (Senior International Economist)Latin America
- Brazil’s retail sector was under strain in Q3, due to high inflation and increased interest rates.
- The labour market remains robust for now, but the near-term outlook is deteriorating.
- Consumer confidence in Colombia remain resilient, but high inflation and high political risk will hurt soon.
Andres Abadia (Senior International Economist)Latin America
- Mexico’s economy was resilient at the start of Q3, thanks to improving manufacturing activity...
- ...But sentiment indicators and survey data suggest that a slowdown will probably emerge soon.
- Brazil’s eternal accounts remain healthy, despite the recent deterioration on a sequential basis.
Andres Abadia (Senior International Economist)Latin America
- Colombia’s economy started Q3 on a weak footing, as high inflation weighs on consumers’ spending.
- Peru’s economic recovery stalled in July and leading indicators point to further weakness in the near term.
- Weakening growth momentum will force central banks to stop hiking rates, assuming inflation cedes.
Andres Abadia (Senior International Economist)Latin America
