Latin America Publications
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
Please use the filters on the right to search for a specific date or topic.
- The Brazilian economy slipped into a recession in Q3, due to global supply issues and bad weather.
- Momentum will improve marginally in the near term, as some of the key drags ease...
- ...But downside risks will prevail; Omicron, high in- flation, fiscal and political uncertainty remain drags.
- Chile's economy remains resilient thanks, to a solid vaccination program and robust policy support.
- Solid retail sales get Q4 consumption off to a very strong start, but momentum will ease soon.
- Challenging external conditions, high inflation, and political noise will limit the recovery in H1.
- The Omicron-sparked sell-off is easing; LatAm is watching closely, after dealing with Delta.
- Supply disruptions have driven Mexico's external accounts into the red; the outlook for H1 is grim.
- The Delta hit in Q3 and increased political risk have scared away investors; outflows are substantial.
- LatAm markets hit as new Covid strain spooks investors driving a safe-haven assets move.
- The Mexican economy performed poorly in Q3, due chiefly to the Delta wave hit to the services sector.
- The recovery will resume soon, but 20-year high inflation and increased policy risk will limit the upturn.
- Retail sales in Mexico recovered at the margin in late Q3, but not quite reversing the July drop.
- We expect a modest rebound in Q4, thanks to the reopening, but rising inflation will remain a drag.
- Decent remittances from abroad, and an improving labour market, will prevent a protracted downtrend.
- Chilean GDP growth accelerated in Q3, but the strong data are backward-looking; 2022 looks shaky.
- Tighter fiscal and monetary policies likely will put the economy on the verge of a technical recession.
- Even assuming a Kast win, political risk will persist; the constitutional process will remain a threat.
- Chile is set to vote on Sunday in one of most unpredictable elections in years; a runoff is likely.
- Colombia's GDP has resumed its solid rebound in Q3, following a self-inflicted shock in Q2.
- Momentum likely will continue to improve over the next few months; BanRep will have to hike further.
- An array of shocks, including high inflation, have stopped the Brazilian recovery in its tracks since Q2.
- We expect a modest recovery in Q4, but risks remain massively tilted to the downside.
- A resilient recovery, increased institutional risk, and high inflation will force Peru's BCRP to keep hiking.
- The midterm election result in Argentina has diminished the chances of a Peronist second term.
- The ruling coalition, FdT, has lost the Senate; it will have to negotiate with JpC to implement key policies.
- The economy will continue to suffer in the near term; a deal with IMF is badly needed.
- High inflation, lingering supply shocks and tighter financial conditions, are weighing on Mexico's output.
- Some of the shocks will ease soon, but soaring energy prices and policy uncertainty will remain drags.
- Improving global demand and the U.S. infrastructure bill will support the manufacturing upturn next year.
- Brazil — Hurt by rising fiscal uncertainty
- Argentina — Calm before the storm
- Peru — Castillo is digging himself into a deeper hole
- Inflation in Mexico is still rising rapidly, boosted by higher energy tariffs, and the reopening.
- The near-term outlook remains challenging and infla- tion expectations will continue to head north.
- Banxico will continue to hike in the near term, but gradually, due to the stuttering economic recovery.
- Colombia's inflation undershoots in October, thanks to the VAT-free day, but the good news won’t persist.
- BanRep will have to continue normalising monetary policy over the first half of next year.
- Inflation in Peru is running hot, and the near-term outlook is grim, the BCRP will hike boldly this week.
- Brazil's industrial sector remains under severe pres- sure, due to an array of shocks; the outlook is grim.
- Ongoing global supply issues, high inflation, the en- ergy crisis, and bad weather have hit the sector badly.
- Conditions will remain challenging in Q4, but we expect a modest improvement from Q1 onwards.
- Chile's economic recovery continues, thanks to the lagged effect of solid fiscal and monetary support...
- ...But the outlook has clouded, due to rising inflation, tighter financial conditions and increased policy risk.
- Jose Kast continues to enjoy considerable momen- tum ahead of November 21's presidential race.
- Mexico's economic recovery hit a wall in August, due mostly to temporary shocks, including the Delta hit.
- The upturn likely will resume soon, but AMLO's popu- list approach and high inflation will remain key drags.
- External conditions will support the economy next year, but risks will persist under AMLO's rule.
- Economic conditions are deteriorating rapidly in Bra- zil, as inflation surges and political risk rises.
- The fiscal picture is set to worsen, as the spending cap likely will be altered; the BRL is suffering.
- The COPOM will be forced to tighten ever further; inflation will fall as the economy falls into recession.
- Retail sales in Mexico remained resilient in August, despite the Delta hit, but the trend is still slowing.
- High inflation and tighter monetary policy likely will delay a full recovery in households' spending to Q2.
- President Bolsonaro's troubles continue, clouding the recovery, and pushing the BCB to its limits.
- Presidential and Congressional elections in Chile are fast approaching, and the race remains wide open.
- Argentina's inflation rebounded sharply in August, despite the government's efforts to limit the upturn.
- The reopening of the economy and unorthodox policies will keep inflation too high for comfort.
- Colombia's economy is recovering rapidly; hard data rebounded in August, especially in the retail sector.
- The rebound will continue in Q4, but the outlook is overcast as inflation rebounds and BanRep tightens.
- Peru's economy is also performing strongly, and reduced political risk points to a decent Q4.