Marcos Casarin

Recent Posts

We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade. LatAm’s...

While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in US yields a la 2013’s ‘taper tantrum’, it...

Our Latin America Recovery Tracker (LART) fell slightly (-0.7pts) during the week ending June 18, following two consecutive weekly gains. Setbacks...

Our thorough analysis of inflation risks shows that Mexico should be the first to join Brazil in the rate-hiking club in 2021. With three in four...

Even factoring in the relatively high probability (45%) of negative scenarios, our 2021 growth forecasts remain significantly above consensus. We...

The 2020 pandemic exacerbated Latin America’s main weaknesses – weak trend growth and rising public debts - opening the door for populism to...