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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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Brazil’s real GDP has risen for a fifth consecutive quarter; output is about 5% above pre-Covid level...
...But the balance of risks for 2023 is to the downside, due mainly to increased fiscal threats.
Policy uncertainty could keep interest rates high for even longer, and the global economy won’t help.
In one line: A solid first half of the year, and the near-term outlook is positive.
In one line: The recovery continued in Q2, but growth momentum eased sequentially.
The Peruvian economy remained resilient in H1, despite elevated political uncertainty.
Domestic demand will slow marginally in H2, due to high inflation and increased interest rates.
External threats also remain significant, but the economy probably will weather the storm.
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.
In one line: The payback after a solid 2021 continues.
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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence