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LatAm Weekly

Week Ahead (Week of September 20, 2010)

By Bertrand Delgado and Juan Lorenzo Maldonado
Sep 20, 2010 | Last Updated

EXECUTIVE SUMMARY

In Brazil, inflation should continue to move higher in September, as food prices reverse and beneficial seasonality has ended. The current account deficit should continue to widen in August, driven by growth differentials and an overvalued currency, while the unemployment rate will likely sit well below its natural rate in August. Markets will also pay close attention to consumer confidence for September and bank lending for August to grasp on economic conditions in Q3 2010. In Mexico, the central bank will most likely remain on hold at 4.5% and aggregate indicators[...]

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