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LatAm Weekly

Week Ahead (Week of October 4, 2010)

EXECUTIVE SUMMARY

In Brazil, Dilma Rousseff and Jose Serra will participate in a runoff on October 31 to determine the next president. Inflation should continue to move up, driven by higher food prices. The markets will also pay close attention to the automotive sector data provided by the National Association of Automobile Manufacturers (ANFAVEA) for September and capacity utilization for August, to assess growth dynamics in Q3 2010. Meanwhile, industrial production disappointed in August, staying in negative territory, although the PMI for September suggests some recovery. In Mexico,[...]

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