22 Sept 2022 LatAm Monitor Political Noise Improves at the Margin

• Brazil — Lula’s lead over Bolsonaro holds
• Chile — What is next for the constitutional process?
• Peru — The new Finance Minister is taking action

Andres Abadia (Senior International Economist)Latin America

15 Sept 2022 LatAm Monitor Global Inflation Risks Have Spooked LatAm Markets

• Brazil — Hit by political noise and commodity prices
• Colombia — Orthodoxy is not enough to ease the pain
• Chile — Political questions not abating

Andres Abadia (Senior International Economist)Latin America

13 Sept 2022 LatAm Monitor Mexico's Manufacturing Continues to Shoulder the Industrial Recovery

• Mexico’s industrial sector has remained relatively resilient, thanks chiefly to strength in manufacturing.
• Construction and mining/oil remain in the doldrums; AMLO’s policies are holding them back.
• The public finances remain the bright spot in Mexico, but next year's budget assumes too rosy an outlook.

Andres Abadia (Senior International Economist)Latin America

8 Sept 2022 LatAm Monitor FX Update Bold Hikes Protect Currencies Against Political Risk

Brazilian Real — Will political risk sky-rocket soon?

Mexican Peso — Resilient, despite AMLO

Argentinian Peso — A new FX rate for soy exports

Andres Abadia (Senior International Economist)Latin America