- Brazil’s GDP rose strongly in Q1, bouncing to 4.0% year-over-year, from 1.9% in Q4, thanks to solid farm output...
- ...But the details of the report highlight that the econo- my is not strong, and that rate cuts are badly needed.
- The labour market remains resilient, but increased real interest rates are now a big threat.
Andres Abadia (Senior International Economist)Latin America
- In one line: The labour market was resilient at the start of Q2.
Andres Abadia (Senior International Economist)Latin America
- In one line: On hold, but the caution will start to fade soon.
Andres Abadia (Senior International Economist)Latin America
- In one line: Still hawkish, but a dovish tone likely will emerge next month.
Andres Abadia (Senior International Economist)Latin America
- In one line: The labour market continues to show signs of weakness.
Andres Abadia (Senior International Economist)Latin America
- In one line: On hold and on the sidelines in the near term, due to high uncertainty.
Andres Abadia (Senior International Economist)Latin America
- In one line: A resilient labour market in Q4, but we expect a weak H1.
Andres Abadia (Senior International Economist)Latin America
- In one line: The fight against high inflation is probably over, rate cuts likely will come soon.
Andres Abadia (Senior International Economist)Latin America
- In one line: No signs of a pivot despite falling inflation and inflation expectations.
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
- Colombia’s President had a decent first 100 days in office, with the tax reform as a key achievement...
- ...But conflicting signals, between radicalism and orthodoxy, have hurt and will keep investors on alert.
- BanRep is likely to raise the policy interest rate further, owing to persistent price pressures.
Andres Abadia (Senior International Economist)Latin America
