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10th Jul 2023 18:08Latin America, Daily Monitor

  • Renewed focus in fundamentals drivers and elevated carry supported LatAm assets in H1.
  • Currencies likely will perform well in the near term, allowing central banks to cut interest rates soon...
  • ...But the Fed’s policy is a threat, despite diminished sensitivity to the U.S. cycle.

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Keywords for: 11 July 2023 LatAm Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence