Latin America’s economy enters the new year on weakened footing. Our 2022 themes revolve around the inherent struggle between supporting a slowing...
LATAM | Five themes that will shape the region’s outlook in 2022
Posted by Marcos Casarin on Sep 21, 2021
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade.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...
Latin America | Institutional erosion a hidden risk in event of QE tapering
Posted by Marcos Casarin on Aug 27, 2021
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 is...