In the next two decades, the world’s 900 major cities will experience a combined population increase of nearly 600 million people. While the largest...
Latin America | Key themes 2022: stagflation risk will test central banks
Posted by Marcos Casarin on Dec 13, 2021
Latin America’s economy enters the new year on weakened footing. Our 2022 themes revolve around the inherent struggle between supporting a slowing...
Chile | Voters face most momentous election in a generation
Posted by Felipe Camargo on Nov 22, 2021
Chileans go to the polls on November 21, in a polarised election that will decide its full lower house, more than half of the senate, and new...
LATAM | Remittances cushioned Covid hit and boosted recovery
Posted by Joan Domene on Nov 1, 2021
Remittances are an important source of income for families in Central America and the Caribbean, funding more than 20% of total household consumption...
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We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains from the reopening fade.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...
Peru | Castillo risks are more in the optics than the agenda
Posted by Debora Reyna on Jul 30, 2021
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
LATAM | Recovery Tracker falls after setbacks in Brazil and Chile
Posted by Marcos Casarin on Jun 28, 2021
Our Latin America Recovery Tracker (LART) fell slightly (-0.7pts) during the week ending June 18, following two consecutive weekly gains. Setbacks in...
Colombia | The path to monetary policy normalization
Posted by Felipe Camargo on Jun 25, 2021
The Colombian economy is finally showing hints of an inflation build-up, with monthly CPI rising above its seasonal average in both April and May....
LATAM | Recovery Tracker slows on Argentine, Chilean travails
Posted by Joan Domene on May 27, 2021
Our Latin America Recovery Tracker (LART) rose 0.5pts during the week ending May 21 – a considerable slowing after the 3.6pt gain in the previous...