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Consumers' spending in Brazil ended Q2 poorly, but it will improve soon as virus restrictions ease.
Mexico's industrial production fell in June, due mainly to the continued troubles in the auto sector.
Conditions will improve in the second half of the year, but supply-side disruptions will remain a drag.
Mexico's core inflation is at cyclical highs and rising; the reopening of the economy is mostly responsible.
Inflation will stay well above Banxico's target range over H2, forcing policymakers to hike interest rates.
Fixed investment and private consumption continued to recover in Q2, the near-term outlook is positive.
Brazil's BCB indicates that it will tighten beyond neu- tral levels as the inflation outlook deteriorates.
The COPOM's hawkish rhetoric is good news in terms of re-anchoring inflation expectations.
Peru's BCRP will increase the main rate next week as the currency slide fuels inflation.
Peruvian New Sol — President Castillo already on fire
Chilean Peso —The copper-driven sell-off
Colombian Peso — Deteriorating fundamentals
Brazilian industrial production ended Q2 on a soft footing, but leading indicators point to a decent H2.
That said, supply-side constraints and rising prices remain a big near-term threat for manufacturers.
Mexico’s PMI remained resilient in July, but a modest downtrend likely will emerge in Q3.
Colombia’s central bank kept the main rate on hold, but the split Board introduced a clear hawkish tone.
Inflation is rising rapidly, and prospects remain grim; BanRep will hike rates next month.
Chile's economic recovery consolidated in June, thanks mainly to solid services activity.
Mexico's economy gathered speed in Q2, thanks to solid services activity and despite one-off shocks.
Manufacturing activity has stalled, due to global supply issues, but conditions likely will stabilise soon.
Further good news from Chile's retail sector and manufacturing ended Q2 on a solid footing.
Mexico's economic recovery continued to gather traction in Q2, thanks to improving services activity.
Manufacturing is struggling, due to supply issues, but conditions likely will stabilise over H2.
Brazil's external accounts remain solid, but the trend in key components is now rolling over.
In one line: Mexico's recovery gathered speed in May.
Argentina's inflation pressures continue to ease on a sequential basis, improving the ruling party's chances of performing well in the mid-term elections, slated for November.
We are expecting a 0.6% quarter-on-quarter rise in Mexican industrial output in Q2, slightly below our previous forecast, 0.8%, in the wake of May’s report.
Brazil's industrial sector gathered momentum in mid-Q2, following a downtrend in the previous three months, when the sector was struggling with the worsening of the pandemic, and supply-related issues. Industrial production rose 1.4% month-on-month in May, following a 1.5% drop in April.
Colombia’s central bank, BanRep, left the reference rate on hold on Monday, at 1.75%, in line with market expectations.
External accounts in LatAm likely will continue to improve over the next few months, thanks to the global economic recovery.
LatAm FX markets have been under severe strain over the last week, following slightly hawkish comments from the U.S. Federal Reserve, suggesting policymakers are now ready to talk about tapering.
This Sunday, all eyes will be focused on the final result of the midterm elections in Mexico and the presidential run-off in Peru.
Data released in recent days have confirmed that the Chilean economy struggled in early Q2, due to the worsening of the pandemic which triggered localised lockdowns and curfews.
Data slated for today likely will confirm that Brazil's economic recovery consolidated in the first quarter and the near-term outlook remains benign. Real GDP likely rose about 2.0% quarter-on-quarter in Q1, following a 3.2% surge in Q4.
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