By Bertrand Delgado and Juan Lorenzo Maldonado
Jul 06, 2010
8:00:00 PM
| Last Updated
EXECUTIVE SUMMARY
In Brazil, current inflation and inflation expectations continue to cool off, and the markets are lowering their bets on the size of the tightening cycle toward the year's end. In Mexico, consumer confidence continues to improve slowly while business confidence is settling down. Moreover, the outcome of the July 4 gubernatorial elections—in which the PRI won the most posts—indicates that the party is in good shape for the presidential elections at the end of 2012. Meanwhile, inflation continues to print low readings in Colombia, suggesting that the central bank[...]
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