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Below is a list of our Latin America Publications for the last 6 months. If you are looking for reports older than 6 months please email email@example.com, or contact your account rep
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Brazilian Real — Will political risk sky-rocket soon?
Mexican Peso — Resilient, despite AMLO
Argentinian Peso — A new FX rate for soy exports
Benign global conditions, including easing supply constraints will help to push down LatAm inflation.
CPI inflation is dropping rapidly in Brazil, thanks to the government’s efforts to control key prices.
Core inflation remains sticky in Mexico; we expect a downtrend soon, but wage pressures are a threat.
June’s retail sales numbers suggest that Mexican households are feeling the pain from high inflation.
Still-solid remittances from the U.S. remain the life-line for many, but downside forces are emerging.
Tighter financial conditions is also hitting consum- ers hard, but the picture will improve in Q1 next year.
Chile’s economy struggled in H1, and it is now practically in a technical recession.
The payback after a solid 2021 continues, and the near-term outlook remains grim.
Peru’s economic activity improved in June, despite rising inflation and tighter financial conditions.
Colombia’s Q2 GDP withstood an array of domestic and external shocks, but momentum will ease soon.
The current pace of economic activity is unsustainable; high inflation and uncertainty will bite.
BanRep will hike again in September; the bank is still behind the curve and key threats loom.
Brazil — A solid performance despite increased political risk
Colombia — Politics is becoming a drag
Chile — Political uncertainty will remain a key issue
Inflation is rising rapidly in Chile, led by rises in food and fuel prices, but the outlook is improving.
Favourable base effects, and flattening commodity prices, likely will help to bring inflation down soon.
A looming recession in H2 will also help to push prices down, allowing the BCCh to stop hiking rates.
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