Latin America Economics Weekly Mexico, AI supply chains & fiscal slippage Data released over the past week provide growing evidence that Mexico’s industrial sector is benefiting from integration into AI supply chains. But this is being offset by weakness in the rest of the... 11th September 2026 · 5 mins read
Latin America Rapid Response Brazil IPCA (Aug. 2026) The slightly larger-than-expected fall in Brazilian inflation to 4.2% y/y in August was driven by a temporary drop in household energy prices. But even so, it keeps the door open for the central bank... 11th September 2026 · 2 mins read
Latin America Economic Outlook Stuck in the slow lane Tight fiscal stances, deteriorating terms of trade and weakening labour markets mean that Latin American economies will continue to struggle and we think regional growth will come in below 2% in the... 10th September 2026 · 21 mins read
Latin America Economics Update Brazil’s election: the state of play one month out Brazil’s presidential election race has tightened sharply, with polls now pointing to a close run-off between Lula and Flávio Bolsonaro. The candidates offer markedly different economic and foreign... 3rd September 2026 · 3 mins read
Event EM Drop-In: Brazil’s election – reshaping Brazil’s economic and geopolitical outlook 24th September 2026, 3:00PM BST Brazil’s presidential election on 4th October could set the country on a markedly different economic and geopolitical path.
Latin America Rapid Response Brazil GDP (Q2 2026) The slowdown in Q2 GDP growth in Brazil, to 0.5% q/q, is likely to be followed by a softer second half of the year and we think the door remains open for another 25bp interest rate cut later this... 1st September 2026 · 2 mins read
Latin America Economics Weekly Mexico & the US-Canada trade war, Brazil’s slowdown The recent US-Canada trade talks that fell apart abruptly offer hints that Mexico might be able to secure concessions on auto and steel. And the US’s demands for a say on Canada’s external trade... 28th August 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (August 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in Latin America last quarter was a mixed bag, with Colombia the region’s... 26th August 2026 · 1 min read
Latin America Economics Weekly Colombia’s outperformance, Banxico’s divide This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced... 21st August 2026 · 5 mins read
Latin America Economics Update Is Brazil facing a corporate debt crisis? A growing number of Brazilian companies are seeking to restructure their debts, and the backdrop of slowing growth and high interest rates will probably cause a further rise in corporate defaults... 20th August 2026 · 3 mins read
Latin America Economics Weekly Bovespa drop, Copom to cut, mixed growth in the Andes Brazil's Bovespa equity index has had a tough week and we think that Brazilian stocks will underperform their EM peers over the remainder of this year. The activity data out of Brazil have also been... 14th August 2026 · 6 mins read
Emerging Markets Economics Update EM wage pressures easing, but pockets of concern EM labour market conditions have softened further this year, with wage growth now back to or below pre-pandemic rates in many places. Inflationary pressures stemming from labour markets have faded... 13th August 2026 · 4 mins read
Latin America Economics Update Brazil’s economy now rapidly losing momentum The soft activity data out of Brazil recently highlights that the bumper Q1 GDP growth was a flash in the pan and points to a slowdown towards 0.3-0.4% q/q over Q2-Q3. Taken together with signs that... 12th August 2026 · 3 mins read
Latin America Economics Update Why are Brazil’s government borrowing costs so high? Media reports point to renewed scrutiny in Brazil over whether the central bank’s widely watched economic survey is pushing up public sector borrowing costs. But the key issue is that Brazil’s real... 11th August 2026 · 3 mins read
Latin America Rapid Response Brazil IPCA (Jul. 2026) The drop in Brazilian inflation in July, to 4.4% y/y, leaves the door open for the central bank to continue its easing cycle with a 25bp cut at its next meeting in September. 11th August 2026 · 2 mins read
Latin America Economics Weekly What next for BanRep?, Argentina’s China ties One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the... 7th August 2026 · 5 mins read
