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LatAm Weekly

Week Ahead (Week of July 19, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado
Jul 16, 2010 | Last Updated

EXECUTIVE SUMMARY

In Brazil, inflation and inflation expectations appear to have stayed moderate through mid-July, benefiting from food price deflation. The central bank is likely to raise the SELIC rate by 75 bps to 11% at the July 20-21 meeting but a 50 bps is also likley. In Mexico, we expect the May data to show that retail sales gained from a low base and that inflation bounced back as seasonal effects wore off. Mexico's trade balance is likely to post a deficit as strong intermediate imports compensated for robust growth in manufacturing exports. As expected, the central bank[...]

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