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
Australia & New Zealand Economics Update NZ Labour’s tax plan risks delaying housing rebound Opinion polls suggest that New Zealand’s Labour party has a path back to power in November’s general election. Labour’s plan to introduce a capital gains tax on residential investment property risks... 8th September 2026 · 4 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 Economics Update Argentina’s uneven growth to persist Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening... 25th August 2026 · 4 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
Latin America Economics Update Colombia: The challenges facing de la Espriella The major economic challenge facing Abelardo de la Espriella when he assumes Colombia’s presidency on Friday will be stabilising the public finances after years of fiscal largesse under outgoing... 5th August 2026 · 3 mins read
Latin America Economics Weekly Regional rightward shift, Copom’s final rate cut? Keiko Fujimori's initial steps as Peru’s president point towards improved relations with the US and tighter fiscal policy, but whether she can achieve the latter will depend on her ability to build... 31st July 2026 · 6 mins read
Latin America Economics Update The macro implications of Lat Am’s shift to the right The political shift to the right in Latin America is likely to lead to a stronger geopolitical alignment with the US and economic policies that reduce country risk premia. Economic reforms may allow... 29th July 2026 · 5 mins read
Latin America Economics Weekly De la Espriella’s challenges, Copom seeks to clarify The market reaction to Abelardo de la Espriella’s victory in Colombia’s presidential election hasn’t been as buoyant as might have been hoped, which may reflect concerns about the difficulties he will... 26th June 2026 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
Latin America Economics Update Colombia joins Latin America’s shift to the right The victory for right-wing Abelardo de la Espriella in Colombia’s presidential election should pave the way for more pro-business policymaking, tighter fiscal policy and improved relations with the US... 22nd June 2026 · 3 mins read
Latin America Economics Weekly Colombia votes, Copom confusion Right-wing candidate de la Espriella is well placed to secure Colombia’s presidency on Sunday, paving the way for a shift towards more business-friendly policies and fiscal austerity. But he will... 19th June 2026 · 6 mins read
Latin America Economic Outlook Diverging rate paths Latin America has been resilient to the energy shock but other headwinds are likely to hold back regional growth to around 2% over the coming years, making it the worst-performing EM region. The... 18th June 2026 · 21 mins read
Latin America Economics Weekly Fujimori edges ahead, CPI prints, Copom to hold It's looking increasingly likely that right-wing candidate Fujimori will secure Peru's presidency. She's likely to govern on a conservative, market-friendly platform, but her ability to push through... 12th June 2026 · 5 mins read
Latin America Economics Weekly Colombia shifts right, 301 tariffs, El Niño Abelardo de la Espriella’s victory in the first round of Colombia’s presidential election increases the likelihood of a shift to more pro-market policymaking and improved relations with the US. But we... 5th June 2026 · 5 mins read
