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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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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.
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.
Mexico's trade deficit increased in June, due mostly to rising oil imports, thanks to higher prices.
Exports are also performing strongly, particularly manufactured goods, but risks have emerged.
Colombia's BanRep will likely hike by another massive 150pbs today, and more tightening is coming.
The IGAE report confirmed that Mexico’s economy remained resilient in Q2, but momentum is easing.
Argentina’s economic recovery continued in Q2, but the near-term outlook is negative...
...High inflation and tighter financial conditions will push the economy into a technical recession soon.
Mexico's IOAE index reveals that the economy struggled in late Q2, downside risks prevail.
Real GDP probably will fall in Q3 on a sequential basis, but a technical recession likely will be averted.
Improving manufacturing, and gradually falling inflation, will support growth in Q4
Peru’s economic activity improved in May, thanks mainly to rebounding private consumption...
...But the upturn won’t last as real incomes are squeezed and credit conditions deteriorate further.
Argentina’s inflation will continue to rise rapidly over H1, despite undershooting expectations in June.
Output in Brazil’s industrial sector continues to rebound, helping to offset weakness elsewhere.
Increased fiscal support to families, an improving labour market, and the reopening are key drivers.
The near-term outlook, however, remains cloudy, due to high inflation and tighter financial conditions.
Gustavo Petro makes history after being elected Colombia's first leftist president.
A fragmented and divided Congress will cap his room for action; this will limit the market sell-off.
Mr. Petro will face tough challenges, included a deep- ly divided country, and worried business community.
The COPOM eased the pace of tightening, but has left the door open to further hikes in Q3.
The deteriorating external inflation outlook has been forcing the Board to tweak its plans since May.
We now expect a final rate hike in August to anchor inflation expectations, if external conditions improve.
Brazil’s recovery continued in Q1, due mostly to increased mobility and further fiscal support...
...But the near-term outlook for households’ real disposable income is challenging.
Increased spending on services, and high commodity prices, will allow the economy to stay afloat.
The Mexican economy performed strongly in Q1, but activity remains well below pre-crisis levels.
The outlook for the rest of 2022 is challenging, pushing inflation gradually down from Q3 onwards.
Banxico strengthened its hawkish tone at its last policy Minutes, but it will have to ease it soon.
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