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Latin America
Featured Content
LatAm Weekly
Brazil: Lower Inflation, Lower Rates, Lower PMIs, Lower Real, Lower Everything!
May 7, 2012
Macroeconomy
Ecuador: External Accounts
How is Ecuador's External Sector Performing?
Free Trade Agreements Between Andean Countries and the Rest of the World
Latin America : Macroeconomy : International Trade and Globalization : Trade and External Balance :
Uruguay: Monetary Policy
Will the Central Bank of Uruguay Achieve its Inflation Target?
How Long Will Inflation Continue to Deteriorate in Uruguay?
Uruguay : Latin America : Macroeconomy : Monetary Policy and Inflation :
Venezuela: Economic Profile
How Much Will Activity be Boosted in Venezuela in Election Year?
Will Venezuela Face a Balance of Payments Crisis?
Venezuela : Latin America : Macroeconomy : Growth Outlook and Business Cycle :
Venezuela: Monetary Policy
How Much Scarcity Is There in Venezuela?
Will the Bolivar Be Devalued Again in 2012?
Venezuela : Latin America : Macroeconomy : Currencies : Monetary Policy and Inflation :
Colombia: External Accounts
How is Colombia's External Sector Performing?
Free Trade Agreements Between Andean Countries and the Rest of the World
Colombia : Latin America : Macroeconomy : Current Account : International Trade and Globalization : Trade and External Balance :
Peru: External Accounts
How Is Peruvian External Sector Performing?
Peru's New Sol and International Reserves
Peru : Latin America : Macroeconomy : Current Account : International Trade and Globalization : Trade and External Balance :
Peru: Monetary Policy
To Which Side Will the Peruvian Central Bank's Balance of Risks Shift?
What Is the Inflation Outlook in Peru?
Peru : Latin America : Macroeconomy : Monetary Policy and Inflation :
Peru: Economic Profile
Will Peru's Economy Continue to Outperform Regional Growth?
Peru's Credit Ratings and Outlook
Peru : Latin America : Macroeconomy : Growth Outlook and Business Cycle :
Peru: Fiscal Policy
Peru’s Positive Fiscal Outlook: Stimulus Plan, Royalties and New Credit Lines.
Peru : Latin America : Macroeconomy : Fiscal Policy : Monetary Policy and Inflation :
Chile: External Accounts
How Will the Eurozone Crisis affect the Latin American Financial System?
The Chilean Peso: An Interesting Mix of Forces
Chile : Latin America : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Currencies : Current Account : Trade and External Balance :
Argentina: Fiscal Policy
What Is Argentina Doing to Cover Financing Needs and Reduce Debt Payments?
How Sustainable Is Argentina's Fiscal Position?
Argentina : Emerging Markets : Latin America : Macroeconomy : Fiscal Policy :
Argentina: Monetary Policy
Will Unofficial Inflation continue showing double digit price gains?
For How Long Can Argentina Manage the Value of the ARG Peso?
Argentina : Latin America : Macroeconomy : Monetary Policy and Inflation :
Argentina: External Accounts
Argentina's External Accounts Dynamics
For How Long Can Argentina Manage the Value of the ARG Peso?
Argentina : Latin America : Macroeconomy : International Trade and Globalization : Trade and External Balance :
Mexico: Fiscal Accounts
Mexico's Fiscal Accounts Outlook
Mexico's Credit Ratings Reinforced by Moody's
Mexico : Latin America : Macroeconomy : Current Financial Crisis : Fiscal Policy : Systemic Risk, Vulnerabilities and Asset Bubbles :
Mexico: External Accounts
Are Mexico's External Accounts Improving? What About Export Diversification?
New Intervention Mechanism for the Mexican Peso: How Much Will Mexico Defend Its Currency?
Mexico : Emerging Markets : Latin America : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Brazil: Domestic Demand
Brazil: Labor Market Remains Tight Despite Economic Deceleration
Will Brazil Continue Using Public Credit to Fuel Growth?
Brazil : Latin America : Macroeconomy : Markets : Labor Markets and Productivity :
Brazil: External Accounts
The Brazilian Real: Government Broadens the Reach of the IOF Tax
What Is the Path of Brazil's External Accounts?
Brazil : Emerging Markets : Latin America : Macroeconomy : Current Account : Trade and External Balance :
Colombia: Monetary Policy
Banrep Remains on Hold in April at 5.25%
Colombian Inflation Continues Decelerating in March
Colombia : Latin America : Macroeconomy : Monetary Policy and Inflation :
Chile: Fiscal Policy
What Is the Outlook for Chile’s Fiscal Policy Under the Piñera Administration?
Chile's Stabilization Fund and Fiscal Responsibility
Chile : Latin America : Macroeconomy : Fiscal Policy :
Colombia: Economic Profile
Will Colombia’s Growth Remain Strong Amid Widespread Deceleration?
La Niña’s Costs for LatAm in 2010-11: Will Record Floods and Droughts Hamper Growth?
Colombia : Emerging Markets : Latin America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :
The BRICs and Reserve Currency Alternatives
Could the SDR Play a Larger Role in the International Monetary System?
Northeast Asia : Russia : South Asia : Asia/Pacific : Europe : Latin America : Macroeconomy : FX Reserves and Sovereign Wealth :
Brazil: Fiscal Policy
Will 2011 Fiscal Tightening Help on the Inflation Front in Brazil?
Brazil Now Investment Grade, Say All Three Major Rating Agencies
Brazil : Latin America : Finance and Banking : Macroeconomy : Fiscal Policy :
Brazil: Monetary Policy
Brazil's Central Bank Hints that Easing Cycle is not Over Yet
How Much Longer Will Price Deceleration Continue in Brazil?
Brazil : Latin America : Macroeconomy : Monetary Policy and Inflation :
Chile: Monetary Policy
Chile’s CPI Surprises to the Downside Again in April
Chile’s Central Bank Changes its Balance of Risks to Neutral
Chile : Latin America : Macroeconomy : Monetary Policy and Inflation :
Ecuador: Economic Profile
What Is the Outlook for the Ecuadorian Economy?
La Niña’s Costs for LatAm in 2010-11: Will Record Floods and Droughts Hamper Growth?
Latin America : Macroeconomy : Growth Outlook and Business Cycle :
Mexico: Economic Profile
Mexico’s Activity Begins 2012 with Strong Growth
Mexico's Credit Ratings Reinforced by Moody's
Mexico : Latin America : Macroeconomy : Growth Outlook and Business Cycle :
Brazil: Economic Profile
Brazilian Activity Remains Weak in Early 2012
Brazil: Labor Market Remains Tight Despite Economic Deceleration
Brazil : Latin America : Macroeconomy : Growth Outlook and Business Cycle :
Uruguay: Economic Profile
Can Uruguay's Economy Keep Up the Pace in 2011?
Will Uruguay Achieve Investment Grade?
Uruguay : Latin America : Macroeconomy : Current Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
International Monetary Fund (IMF)
Ukraine Hopes to Defer IMF Payments: Financing Pressures Mount
Hungary: EU Opens the Way to Aid Talks
Emerging Europe and CIS : Asia/Pacific : Emerging Markets : Europe : Latin America : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions :
Brazil: The Brazilian Markets
The Brazilian Market: A Look at the Bovespa
Brazil : Latin America : Macroeconomy : Markets : Currencies : Equity : Growth Outlook and Business Cycle :
Economics of the Olympics and Other Major Sporting Events
How Will Qatar Benefit from the Successful World Cup Bid?
Canada : Gulf Cooperation Council : Northeast Asia : South Africa : Asia/Pacific : Latin America : Middle East and Africa : North America : Macroeconomy :
Emerging Markets: Capital Controls, FDI and Capital Flows
China's April Foreign Investments Drop Further on Weak Global Recovery
Does India Need to Restrict Capital Inflows to Reduce Overheating Risks?
Asia/Pacific : Emerging Markets : Latin America : Finance and Banking : Macroeconomy : Capital Flows, FDIs, Capital Controls : Financial Regulation : Trade and External Balance :
Chile: Economic Profile
Chile: Activity Surprisingly Strong in March
How Will the Eurozone Crisis affect the Latin American Financial System?
Chile : Latin America : Macroeconomy : Growth Outlook and Business Cycle :
Mexico: Monetary Policy
Inflation in Mexico Continues to fall in April
Will the Central Bank of Mexico Cut Rates in 2012?
Mexico : Latin America : Macroeconomy : Monetary Policy and Inflation :
Markets
Venezuela: Key Sectors
What is the Role of PdVSA in the Venezuelan President's Agenda?
Where Do Foreign Oil Companies Stand in Venezuela?
Venezuela : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Natural Gas : Oil : Oil and Energy :
Chile: External Accounts
How Will the Eurozone Crisis affect the Latin American Financial System?
The Chilean Peso: An Interesting Mix of Forces
Chile : Latin America : Macroeconomy : Markets : Capital Flows, FDIs, Capital Controls : Currencies : Current Account : Trade and External Balance :
Argentina: Key Sectors
Argentina Takes Control of Repsol-YPF
Argentina : United Kingdom : Europe : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy :
Mexico: Key Sectors
Will Incentive-Based Service Contracts Increase Mexican Oil Production?
U.S. Manufacturing: Empire State Manufacturing Survey Shows Modest Pickup in Early May
Mexico : Latin America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil and Energy :
Mexico: External Accounts
Are Mexico's External Accounts Improving? What About Export Diversification?
New Intervention Mechanism for the Mexican Peso: How Much Will Mexico Defend Its Currency?
Mexico : Emerging Markets : Latin America : Macroeconomy : Markets : Currencies : Past Financial Crisis : Systemic Risk, Vulnerabilities and Asset Bubbles :
Brazil: Key Sectors
What Will the Libra Oil Discovery Mean for Petrobras?
Can Brazil's Infrastructure Handle the World Cup and the Olympic Games?
Brazil : Emerging Markets : Latin America : Markets : Commodities : Energy : Natural Gas : Oil : Oil and Energy :
Brazil: Domestic Demand
Brazil: Labor Market Remains Tight Despite Economic Deceleration
Will Brazil Continue Using Public Credit to Fuel Growth?
Brazil : Latin America : Macroeconomy : Markets : Labor Markets and Productivity :
Silver Markets
Silver Prices Make a Strong Recovery in Q1
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Gold and Precious Metals : Other Commodities : Precious Metals :
Gold Markets
Gold Prices Tumble on U.S. Dollar Strength
Central Bank Buying Offers Gold Support
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Gold : Gold and Precious Metals : Other Commodities :
Platinum Group Metals (PGMs)
Will Platinum and Palladium Continue to Rise?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Gold and Precious Metals : Other Commodities : Precious Metals :
Grain Markets
Corn Prices High as La Nina Returns
Wheat Prices: More Supply than Demand
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Agriculturals : Commodities : Other Commodities :
Agricultural Supply
How Does Climate Change Affect Food Prices?
Is the Demand for Fertilizer on the Rise?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Agriculturals : Commodities : Other Commodities :
Soft Commodities
Cotton Prices: Will India Export Ban Provide Upside?
Sugar Prices: Could be Hit by Bumper Harvests and Weakening Demand Growth
Asia/Pacific : Europe : Latin America : North America : Markets : Agriculturals : Commodities : Other Commodities :
Peru: Equity Markets
How Will the Eurozone Crisis affect the Latin American Financial System?
Peru: Lima’s Stock Exchange and the IGBVL—How High Can the Index Go?
Colombia : Peru : Latin America : Finance and Banking : Markets : Currencies : Derivatives : Equity :
Coal
How Will Japan Replace Lost Nuclear Capacity?
Thermal Coal Prices Hit by Australian Floods
China : Indonesia : Southeast Asia : Asia/Pacific : Latin America : North America : Markets : Commodities : Energy : Oil and Energy :
Rare Earths
Will WTO Ruling Change Chinese Policy on Rare Earths?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Gold and Precious Metals : Industrial Metals : Other Commodities :
OPEC Oil Supply
OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels
How Much Can We Trust Oil Reserve Statistics?
Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :
The Organization of the Petroleum Exporting Countries (OPEC)
How Well Are OPEC Members Complying with Cuts?
Overspending Oil Exporters
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Venezuela : Latin America : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : International Organizations : Oil and Energy :
Mexico's Bolsa
Mexico's Stock Exchange and its IPC Index
Fed Swap Line and Banxico's Role in the FX Market
Mexico : Latin America : Markets : Equity :
Alternative Energy
U.S. and UK Move Forward on Nuclear
U.S. Ethanol Exports Soaring
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
Brazil: The Brazilian Markets
The Brazilian Market: A Look at the Bovespa
Brazil : Latin America : Macroeconomy : Markets : Currencies : Equity : Growth Outlook and Business Cycle :
Colombia: Equity Markets
Colombia's Credit Rating Upgraded
What Is the Outlook for the Integrated Latin American Market?
Colombia : Latin America : Markets : Currencies : Equity :
Steel Markets
Where Are Steel Prices Headed?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Industrial Metals : Other Commodities :
Base Metals
Copper Prices Rise on Warehouse Delivery Orders
Aluminum Prices: Will Supply Constraints Ease with Increases in Load Rates?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : World : Markets : Commodities : Industrial Metals : Other Commodities :
Carry Trade
Funding Currency Showdown: Will the Yen Supplant the Dollar?
How Do Japanese Retail Investors Impact the Carry Trade?
Asia/Pacific : Europe : Latin America : North America : Markets : Currencies :
Oil Prices
Oil Sells Off on U.S. and EZ Economy Fears
Oil Benchmarks: GSCI to Increase Brent Weighting
Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Energy : Oil : Oil and Energy :
Oil Demand
Global Oil Demand Weakening; IEA and OPEC Cut Forecasts
Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Energy : Oil : Oil and Energy :
Oil Supply
Has Oil Production Peaked?
Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?
Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Oil : Oil and Energy :
Commodity Market Regulation
Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges
Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :
Solar
EU Solar Energy: Can Southern Europe Come to the Rescue?
Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
Portfolio Allocation
Will Infrastructure Investment Be the New Megatrend?
Debunking CAPM
Asia/Pacific : Europe : Latin America : North America : Markets :
Venezuela: Bond Markets
How Much Public Debt Will Venezuela Issue? Can the Market Handle It?
Venezuela : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates :
Natural Gas Demand
Are Utilities Shifting From Coal to Natural Gas?
Can Natural Gas Ease Asia's Energy Demand? China to License First Shale Gas Plots
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Energy : Natural Gas : Oil and Energy :
Non-OPEC Oil Supply
Non-OPEC Oil Supply: Exxon Beat BP to the Russian Arctic
Canada's Oil Sands an Increasing Source of U.S. Oil Supply
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :
Market Correlations
Are Hedge Funds Causing Increasing Correlation Between Asset Classes?
What is the Case for Diversifying in Increasingly Correlated Markets?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets :
Market Volatility
How Does News Impact Market Volatility?
Are Measures of Market Risk Simply Flawed Crystal Balls?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets :
Uruguay: Bond Markets
Will Uruguay Achieve Investment Grade?
Uruguay : Latin America : Markets : Government Bonds : Government Bonds/Interest Rates :
Core Government Bonds
Will JGB Yields Plateau Under 2%?
Is a Downgrade of UK Credit Ratings Likely?
Asia/Pacific : Europe : Latin America : North America : Markets : Government Bonds : Government Bonds/Interest Rates :
Foreign Exchange Markets
What is the Impact of Currency Interventions in Developed Countries?
Is There a Role for Gold in the International Monetary System?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Markets : Currencies :
Finance & Banking
Financial Conditions and Liquidity
Central Banks' Collateral Frameworks and Non-Standard Measures
Bank Lending Surveys: Moderate Recovery in U.S. Loan Demand
Emerging Europe and CIS : Eurozone : Sub-Saharan Africa : United States : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Finance and Banking : Banks :
Colombia: Finance and Banking
How Will the Eurozone Crisis affect the Latin American Financial System?
Lending and the Financial System in Colombia
Brazil: Finance and Banking
How Will the Eurozone Crisis affect the Latin American Financial System?
Will Brazil Continue Using Public Credit to Fuel Growth?
Brazil : Latin America : Finance and Banking : Corporate Finance : Real Estate and Mortgage Finance :
Peru: Equity Markets
How Will the Eurozone Crisis affect the Latin American Financial System?
Peru: Lima’s Stock Exchange and the IGBVL—How High Can the Index Go?
Colombia : Peru : Latin America : Finance and Banking : Markets : Currencies : Derivatives : Equity :
Brazil: Fiscal Policy
Will 2011 Fiscal Tightening Help on the Inflation Front in Brazil?
Brazil Now Investment Grade, Say All Three Major Rating Agencies
Brazil : Latin America : Finance and Banking : Macroeconomy : Fiscal Policy :
Emerging Markets: Capital Controls, FDI and Capital Flows
China's April Foreign Investments Drop Further on Weak Global Recovery
Does India Need to Restrict Capital Inflows to Reduce Overheating Risks?
Asia/Pacific : Emerging Markets : Latin America : Finance and Banking : Macroeconomy : Capital Flows, FDIs, Capital Controls : Financial Regulation : Trade and External Balance :
Microfinance
Asia/Pacific : Emerging Markets : Frontier Markets : Latin America : Middle East and Africa : North America : Finance and Banking : Geostrategy : Development Challenges : Securitization and Structured Finance :
Geostrategy
Argentina: Politics
President Fernandez Re-Elected in Argentina: Will Economic Policy Change?
Argentina Takes Control of Repsol-YPF
Argentina : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Global Climate Change Policy
Durban Climate Conference: 2015 'Roadmap' Agreed; Canada Leaves Kyoto
Roadblocks Remain for Climate Financing
China : Northeast Asia : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy :
Mexico: Politics
2011-2012 Mexican Elections: Who Will Lead Mexico's Future?
Mexico: The Human and Economic Impact of Drug Trafficking
Mexico : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Uruguay: Politics
Uruguay: Will Mujica's Government Be Able To Preserve Unity and Continuity?
Uruguay : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Venezuela: Key Sectors
What is the Role of PdVSA in the Venezuelan President's Agenda?
Where Do Foreign Oil Companies Stand in Venezuela?
Venezuela : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Natural Gas : Oil : Oil and Energy :
Venezuela: Politics
How Will Chavez’s Health Impact the Outlook for Venezuela?
Venezuela’s Domestic Politics: Can the Opposition Gain Momentum in 2012?
Venezuela : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Ecuador: Politics
Northern Andean Politics: Will a New Round of Chavez-Santos-Correa Dialogue Bear Fruit?
Latin America : Geostrategy : Foreign and Domestic Political Risk :
Peru: Politics
How Will Humala Handle Social Unrest and Political Turmoil?
New President in Peru: How Much Will Economic Policy Change?
Peru : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Chile: Politics
What Is President Piñera's Plan for Chile?
Chile : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Colombia: Politics
Colombia Gets New Government Under Santos
Northern Andean Politics: Will a New Round of Chavez-Santos-Correa Dialogue Bear Fruit?
Colombia : Latin America : Geostrategy : Foreign and Domestic Political Risk : Foreign Policy and Geostrategic Risks :
Argentina: Key Sectors
Argentina Takes Control of Repsol-YPF
Argentina : United Kingdom : Europe : Latin America : Geostrategy : Markets : Commodities : Energy : Foreign Policy and Geostrategic Risks : Oil and Energy :
Mexico: Key Sectors
Will Incentive-Based Service Contracts Increase Mexican Oil Production?
U.S. Manufacturing: Empire State Manufacturing Survey Shows Modest Pickup in Early May
Mexico : Latin America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil and Energy :
Brazil: Politics
Corruption in Brazil: Can Dilma Forge Ahead With Her Agenda While Clean-Up Continues in Brasilia?
Increasing Interventionism in Brazil? The Struggle to Control Key Sectors
Brazil : Latin America : Geostrategy : Foreign and Domestic Political Risk :
Rare Earths
Will WTO Ruling Change Chinese Policy on Rare Earths?
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Gold and Precious Metals : Industrial Metals : Other Commodities :
Cancun Climate Change Summit
Durban Climate Conference: 2015 'Roadmap' Agreed; Canada Leaves Kyoto
What Scope for U.S.–China Climate Cooperation?
Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy :
Colombia: Economic Profile
Will Colombia’s Growth Remain Strong Amid Widespread Deceleration?
La Niña’s Costs for LatAm in 2010-11: Will Record Floods and Droughts Hamper Growth?
Colombia : Emerging Markets : Latin America : Geostrategy : Macroeconomy : Growth Outlook and Business Cycle :
APEC's Growing Profile
East Asia Summit Eclipsed by U.S.-China Rivalry and South China Sea
Free Trade Agreements Between Andean Countries and the Rest of the World
Australia : Canada : Chile : China : Colombia : Hong Kong : Indonesia : Japan : Malaysia : Mexico : Northeast Asia : Pacific : Peru : Philippines : Singapore : South Korea : Southeast Asia : Thailand : Vietnam : Asia/Pacific : Latin America : Geostrategy : IMF and International Economic Institutions : International Organizations :
OPEC Oil Supply
OPEC Decorum: Production Ceiling Agreed at 30 Million Barrels
How Much Can We Trust Oil Reserve Statistics?
Gulf Cooperation Council : Saudi Arabia : Asia/Pacific : Europe : Frontier Markets : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Oil : Oil and Energy :
The Organization of the Petroleum Exporting Countries (OPEC)
How Well Are OPEC Members Complying with Cuts?
Overspending Oil Exporters
Gulf Cooperation Council : Saudi Arabia : United Arab Emirates : Venezuela : Latin America : Middle East and Africa : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : International Organizations : Oil and Energy :
Bolivia's New Constitution
What Does the New Constitution Mean for Bolivia?
Latin America : Geostrategy : Foreign and Domestic Political Risk :
Alternative Energy
U.S. and UK Move Forward on Nuclear
U.S. Ethanol Exports Soaring
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
International Monetary Fund (IMF)
Ukraine Hopes to Defer IMF Payments: Financing Pressures Mount
Hungary: EU Opens the Way to Aid Talks
Emerging Europe and CIS : Asia/Pacific : Emerging Markets : Europe : Latin America : North America : Geostrategy : Macroeconomy : IMF and International Economic Institutions :
Alternative Transport Fuels
Greening Transport: Electric, Gas or Ethanol?
United States : Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy :
Microfinance
Asia/Pacific : Emerging Markets : Frontier Markets : Latin America : Middle East and Africa : North America : Finance and Banking : Geostrategy : Development Challenges : Securitization and Structured Finance :
Oil Supply
Has Oil Production Peaked?
Will Hurricanes Pose Risks to U.S. Oil and Gas Production in 2011?
Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Oil : Oil and Energy :
Commodity Market Regulation
Commodity Rules and Regulation: Margin Requirements Cut by U.S. Exchanges
Advanced Economies : Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Commodities : Energy : Energy Security and Policy : Gold : Gold and Precious Metals : Industrial Metals : Oil : Oil and Energy : Other Commodities : Precious Metals :
Solar
EU Solar Energy: Can Southern Europe Come to the Rescue?
Advanced Economies : Asia/Pacific : Emerging Markets : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Markets : Climate Change and Clean Energy : Climate Change and Natural Resources : Commodities : Energy : Energy Security and Policy : Oil and Energy :
World Economic Forum
Bleaker Outlook for Global Growth
Stabiltiy Bond Consultation Results: Yes, but...
Asia/Pacific : Europe : Latin America : Middle East and Africa : North America : Geostrategy : Foreign Policy and Geostrategic Risks :
Honduras: Domestic Politics
Honduras: Will Lobo's Government Be Recognized by the OAS?
Latin America : Geostrategy : Foreign and Domestic Political Risk :
The Caribbean Basin
U.S.-Cuba Relations: U.S. Eases Travel Restrictions
A Year On From Haiti Earthquake: Political Uncertainty, Cholera and Continuing Reconstruction
Latin America : North America : Geostrategy : Development Challenges :
Developing Countries and Climate Change
China's Environmental Woes: The Great Leap Backward
Changes in EM Climate Policy?
China : India : Northeast Asia : South Asia : Asia/Pacific : Latin America : Middle East and Africa : Geostrategy : Climate Change and Clean Energy : Climate Change and Natural Resources : Energy Security and Policy :
Latin America Outlook: A Renewed Domestic Focus
As risks to the global economy recede and activity stabilizes, the outlook for Latin America (LatAm) becomes brighter. Our 2013 projections have improved significantly due to our views on the eurozone (EZ) and Brazil. Inflation will stay at uncomfortably high levels in several countries throughout 2012. Although the headline rate will continue to be affected by transitory forces, upwardly trending core inflation could become a matter for concern. Policy makers have shifted toward a more neutral stance and are less pessimistic about the medium-term outlook for the global economy. Capital flows have returned to the region as short-term downside risks have diminished, giving way to a new wave of interventions).
Market Strategy
Market Strategy
Global Factors in Emerging Markets’ FX Risk Premia Point to Asia’s FX Outperformance When Risk Is Off
By Oct 19, 2011
Emerging Markets Quarterly
Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?
By Apr 21, 2011
Emerging Markets Quarterly
Commodities: Food and Energy Are in the Driver's Seat on the Road to EM Inflation
By Jan 19, 2011
Emerging Markets Quarterly
Brazil: Delicate Balance Between Funding Quality and Tighter Capital Controls
By Oct 22, 2010
Emerging Markets Quarterly
Latin America: Regional Currencies Attractive, Though With Divergent Growth Patterns
By Oct 22, 2010
Market Strategy
Brazil: Central Bank Report and Markets Suggest 2010 Tightening Cycle Is Ending
By Aug 9, 2010
Market Strategy
Cross Asset Monthly: A Summer of Discontent: Navigating the Tug of War Between Greed and Fear
By Jul 27, 2010
Market Strategy
Chile: 2y-5y IRS Flattener—Take Partial Profit, Tighten Stop-Loss, Extend the Target
By Jun 16, 2010
Economic Research
LatAm Weekly
Brazil: Lower Inflation, Lower Rates, Lower PMIs, Lower Real, Lower Everything!
By May 7, 2012
Economic Research
What’s on Nouriel’s Mind: Brazil Trip Report—A Reality Check to the Hype
By Feb 21, 2012
LatAm Weekly
Policy Dilemmas—Monitoring Inflation, Watching Investment, Timing Rate Cuts
By Feb 6, 2012
LatAm Weekly
Brazil Monetary Policy and Economic Activity; Mexico Monetary Policy; Argentina Economic Activity; Colombia Leading Indicators
By Jan 16, 2012
LatAm Weekly
Brazil Retail Sales; Mexico Economic Activity; Chile Monetary Policy; Peru Monetary Policy
By Jan 9, 2012
LatAm Weekly
Mexico Retail Sales; Argentina GDP and Activity Indicators; Colombia Q3 GDP; Peru Politics
By Dec 19, 2011
LatAm Weekly
Brazil Monetary Policy, Mexico Monetary Policy, Chile Activity Indicators, Colombia Monetary Policy
By Nov 28, 2011
LatAm Weekly
Mexico Inflation Report; Chile Q3 GDP and Monetary Policy; Colombia Activity Indicators; Peru GDP
By Nov 14, 2011
LatAm Weekly
Brazil Inflation; Mexico Activity and Inflation; Chile Trade; Peru Monetary Policy
By Nov 7, 2011
LatAm Weekly
Brazil Central Bank's Uninspiring Minutes; Banxico Cautious About MXN Depreciation; Argentina Construction Likely to Decelerate
By Oct 31, 2011
LatAm Weekly
Argentina Politics; Brazil Minutes; Mexico and Chile Activity; Colombia Monetary Policy; Peru Fiscal Policy
By Oct 24, 2011
LatAm Weekly
Brazil’s Monetary Policy; Mexico, Colombia and Peru’s Activity Indicators; Venezuela’s Debt
By Oct 17, 2011
LatAm Weekly
Monetary Policy and Industrial Activity in Mexico; Chile to Remain On Hold; Colombia's Central Bank Minutes
By Oct 10, 2011
Global Economic Outlook
Colombia Outlook Update: Domestic Demand to Sustain 2012 Growth
By Sep 20, 2011
LatAm Weekly
Monetary Policy in Brazil, Mexico, Chile and Peru; Economic Activity in Argentina; Politics in Mexico
By Sep 12, 2011
LatAm Weekly
Brazil Rate Cut; Inflation in Mexico; Monetary Policy in Colombia, Chile, Peru
By Sep 5, 2011
LatAm Weekly
External Risks to Latin America; Central Banks On Hold in Chile, Colombia; GDP Growth in Peru Unlikely to Exceed 7%
By Aug 15, 2011
Economic Research
U.S. Fiscal Austerity Unlikely to Affect Ethanol Demand or Corn Prices
By Aug 12, 2011
LatAm Weekly
Retail Sales in Brazil; CPI in Mexico; Exports in Chile; Monetary Policy in Peru
By Aug 8, 2011
LatAm Weekly
New FX Tax in Brazil; Economic Activity Normalizes in Chile; Peru President Raises Concerns
By Aug 1, 2011
LatAm Weekly
Brazilian Central Bank Dovish; Mexican Indicator Rebounds; Colombian Rate Hike Expected; Peruvian Economic Team Appointed
By Jul 25, 2011
Economic Research
Venezuela’s Oil Reserves Power Play: Saudi Arabia Production Still Trumps
By Jul 20, 2011
LatAm Weekly
Monetary Policy Diverges in Brazil, Mexico and Chile, While Argentina Decelerates
By Jul 18, 2011
Economic Research
High Time for an Orderly and Market-Oriented but Coercive Restructuring of Greece's Debt
By Jul 13, 2011
LatAm Weekly
Brazil’s Domestic Demand Indicators; Mexico’s Industrial Production; Chile’s Monetary Policy; Peru’s May GDP
By Jul 11, 2011
LatAm Weekly
Inflation in Brazil; Mexico’s Monetary Policy; GDP Growth in Chile; Venezuela’s President Treated for Cancer
By Jul 5, 2011
LatAm Weekly
Brazilian Capital Flows; Mexican Economic Activity; Argentine Politics; Chilean IP
By Jun 27, 2011
Global Economic Outlook
Argentina Outlook Update: Fernandez Pursues Re-Election Against Backdrop of High Growth
By Jun 22, 2011
Global Economic Outlook
Latin America Outlook Update: Converging Toward Potential Growth
By Jun 21, 2011
LatAm Weekly
Peru to Decelerate to Sustainable Growth Levels; Chile to Grow at Potential in H2 2011
By Jun 13, 2011
Global Economic Outlook
Peru Outlook Update: What Does the New President Have in Store?
By Jun 13, 2011
LatAm Weekly
High Inflation in Brazil, Mexico; Economy to Stabilize in Chile; Rate-Hike Outlook in Colombia; New President in Peru
By Jun 6, 2011
LatAm Weekly
Brazil’s Q1 GDP; Mexico and Colombia’s Monetary Policy Decisions; Peru’s Key Indicators
By May 31, 2011
LatAm Weekly
Brazil's New Financial Committee; Mexico and Chile's Likely Monetary Policy Paths
By May 23, 2011
LatAm Weekly
Brazil’s Central Bank Moves Cautiously Forward While Banxico Remains Neutral
By May 2, 2011
Economic Research
Colombia: Minutes to Provide More Clarity on Central Bank Tightening
By Mar 28, 2011
Economic Research
Brazil: Market Expectations Readjust Down on Dovish Monetary Policy Minutes
By Mar 10, 2011
Economic Research
Peru: Toledo Still Leading Race for Presidency, But Faces Second Round
By Mar 2, 2011
Economic Research
Colombia: Industrial Production and Retail Sales Continue to Diverge
By Feb 21, 2011
Economic Research
Venezuela: Return to Positive Growth After Long Period of Contraction
By Feb 21, 2011
Economic Research
Venezuela: Devaluation, Heavy Rains and International Shocks Hit Inflation
By Feb 9, 2011
LatAm Weekly
Brazil’s Monetary Policy to Rely on Fiscal and Credit Policies; Mexico’s Economic Activity Surprises
By Jan 28, 2011
LatAm Weekly
Brazil’s Current Account Deficit Doubles; Mexico’s Inflation Expected to Drop
By Jan 26, 2011
LatAm Weekly
Brazil Expected to Tighten; Mexico’s IP Decelerates; Chavez Requests Special Powers
By Dec 15, 2010
Economic Research
Argentina's Trade Balance Expected to Register US$1 Billion surplus in October
By Nov 22, 2010
LatAm Weekly
Brazil’s Inflation Pressures Elevated; Mexico’s Industrial Output Decelerates
By Nov 12, 2010
LatAm Weekly
Brazil’s Consumer Confidence Stalls; Mexico’s Shy Recovery Persisted in Q2 2010
By Sep 24, 2010
LatAm Weekly
Brazil’s Current Account Deficit Widens; Argentina’s Growth Unsustainable
By Sep 22, 2010
Economic Research
Six Crises, 2009: A Half-Dozen Ways Geopolitics Could Upset Global Recovery
By Jul 31, 2009
Economic Research
Mexico: Headline Inflation Surprised to the Downside but Core CPI Remained Sticky in January
By Feb 10, 2009
Economic Research
Have Firms in Latin America Reduced Their Exposure to FX Fluctuations?
By Nov 11, 2008
Economic Research
Latin American CDS Spreads and Currencies: A Quick, Descriptive Analysis
By Oct 27, 2008
Economic Research
Natural Gas; Asian Equities; Japanese Exports; U.S. Inequality; Bolivian Referendum
By Apr 24, 2008
Economic Research
Oil Supply; Agricultural Commodities; Inflation in Asia; Brazil COPOM Hike; Emerging Europe Inflation
By Apr 17, 2008
Economic Research
NATO; U.S. Employment; Peru Investment Grade; Hungary Political Turmoil
By Apr 3, 2008
Economic Research
Iceland: Crisis Ahead?; Egypt's Inflation Troubles; Japan's Political Standoff; Argentina's Rural Strike
By Mar 27, 2008
Economic Research
Canada: Recoupling?; Europe: Banking Troubles Ahead?; Asia: Sound but Vulnerable; Middle East: Shelter from Subprime?; Latin America: Resilient?
By Mar 20, 2008
Economic Research
Pragmatism or Populism: Which Will be the New Latin America's Dominant Ism?
By May 11, 2006
EconoMonitors
Latin America Channel
State or Market Led? Brazil’s Struggle to Improve Infrastructure and IT
Apr 25, 2012
Latin America Channel
Venezuela’s Capriles Radonski Wins Primary, Looks Toward October Election
Feb 16, 2012
Latin America Channel
What to Watch in 2012: Two Elections That Could Transform Latin America
Jan 12, 2012
Latin America Channel
The Contours of a Future Regional Crisis - and the Need to Look Back to the Future
Nov 23, 2011
Latin America Channel
U.S. Housing and Labor Pains—Central America and the Caribbean Feeling the Pinch Too
Nov 14, 2011
Latin America Channel
Tailwinds or Headwinds? Adjusting the Economic Sails in Latin America
Oct 5, 2011
Latin America Channel
Brazil's Policy Options in the Face of the Recrudescence of the International Crisis
Sep 19, 2011
Latin America Channel
How Guatemala's New Government Should Take on the Security Challenge
Sep 12, 2011
Latin America Channel
Mexico 2012 Presidential Elections: Finance Minister Cordero may not Pursue PAN Nomination
Jul 28, 2011
Ed Dolan's Econ Blog
How Intelligent Budget Rules Help Chile Prosper: Lessons for the US
Jul 24, 2011
Latin America Channel
Brazil: The Pitfalls of Our Short and Mid-Term Economic Scenarios
Jul 14, 2011
Geostrategy Channel
CFR’s Independent Task Force: Global Brazil and U.S.-Brazil Relations
Jul 14, 2011
Latin America Channel
Mexico: Finance Minister Cordero Likely to Seek Presidential Candidacy - Prospects and Ramifications
Jun 6, 2011
Latin America Channel
Does Foreign Exchange Intervention Slow the Pace of Currency Appreciation?
May 4, 2011
Latin America Channel
“Good-Bye” to the U.S. Dollar? Financial De-Dollarization in Latin America
Apr 11, 2011
Latin America Channel
Chile: Industrial Output Disappointing; Activity Indicators Robust
Apr 1, 2011
Latin America Channel
Chilean Macroeconomic and Financial Outlook: The Emerging Markets Policy Response to the Tsunami of Capital Flows
Nov 14, 2010
Geostrategy Channel
RGE's Wednesday Note - Uncertainty Now, Stability Later for Argentina
Nov 3, 2010
Geostrategy Channel
Chilean Macroeconomic and Financial Outlook - LAC Development and the Bicentennial
Oct 13, 2010
RGE Analysts
Latin America Market Snapshot: Bovespa Maintains Winning Streak While Rest of Markets Show Mild Losses
Jul 30, 2010
Geostrategy Channel
Mexico’s July 4th State and Local Elections Results: Analysis and Ramifications
Jul 15, 2010
Geostrategy Channel
A Look Back at Our Time from the 2100 A.D. Edition of the Encyclopedia Britannica
Jun 27, 2010
Geostrategy Channel
Making Fiscal Consolidation Work In Greece, Portugal, and Spain: Some Lessons from Argentina
May 11, 2010
Don't Shoot the Messenger
China's Recent Trade Deficit: Is What You Yuan What You're Gonna Get?
Apr 19, 2010
RGE Analysts
Exit Strategy Has begun in Brazil, Inflation Surprised to the Downside in Mexico
Feb 25, 2010
RGE Analysts
Latin America: A Closer Look at Inflation and Growth Dynamics in Brazil, Mexico, Argentina and Colombia
Feb 23, 2010
RGE Analysts
Stars Align for an Early Hike in Brazil, Mexico's Regulators Ease Pension Fund Investment Rules
Feb 18, 2010
Geostrategy Channel
Mexico - 2010 State and Local Elections: Relevance, Current Dynamics, and Outlook
Feb 3, 2010
Geostrategy Channel
A New Latin American Boom Seems to be Starting but it will be Plagued with Risks
Feb 2, 2010
Geostrategy Channel
Argentina’s Outlook: Political Issues Hurt a Favorable Economic Environment
Jan 12, 2010
Nouriel Roubini's Global EconoMonitor
Roubini Speech and Interview on the Global Economy and Latin America at the Council of the Americas
Dec 21, 2009
Geostrategy Channel
Carstens Proposed to Lead Banxico; Cordero Goes to Hacienda; Changes Do Not Improve the Status Quo; Political Appointments Prevail at Hacienda and Sedesol
Dec 10, 2009
Nouriel Roubini's Global EconoMonitor
Asset Price Co-Movements and the Dollar Carry Trade
Dec 4, 2009
Latin America Channel
Latin America and the Caribbean: Finding Space for Countercyclical Fiscal Policy
Oct 28, 2009
Daily Digest
News
FTA will negatively affect 1.8 million farmers in Colombia: Report
Colombia Reports May 14, 2012
News
EU agrees to file a trade suit with WTO against Argentina’s import restrictions
MercoPress May 15, 2012
News
Real wages in the public sector soar 31%, and 3.3% in the private sector
El Universal May 14, 2012
Blogs
Brazilian Firm Announces Largest Africa-Focused Private Equity Fund To Date
Moneywatch Africa May 10, 2012
News
Latam and Asia-Pacific plan closer; bilateral trade expanding 20% annually
MercoPress May 14, 2012
News
“Interest rate has been falling not to please Dilma”, says Brazil Central bank chief
MercoPress May 14, 2012
News
Argentine April inflation 2.16% and 23.45% in 12 months according to ‘Congress-index’
MercoPress May 11, 2012
News
Spanish bank forecasts average growth of 4% for Argentina and the region in 2012
MercoPress May 09, 2012
News
Brazil ready to boost trade with Argentina but demands “compromise” on lowering barriers
MercoPress May 09, 2012
News
Peru and Colombian presidents busy looking for trade and investments in Asia
MercoPress May 08, 2012
News
Against negative forecasts, investment announcements doubled in the first three months
Telam May 07, 2012
Analysis
Brazil: Lower Inflation, Lower Rates, Lower PMIs, Lower Real, Lower Everything!
RGE Analysis May 07, 2012
News
Latam-Asia trade expanding at an annual rateo f 20.5%, reaching 442bn in2011
MercoPress May 07, 2012
News
Argentina agreed with 12 Latin American countries common language for exports
Telam May 04, 2012
News
IMF Executive Board Completes Review of Colombia’s Performance under the Flexible Credit Line
International Monetary Fund May 04, 2012
News
Latin America and the Caribbean Received US$153 Billion from Foreign Direct Investment in 2011
ECLAC May 03, 2012
News
Brazil’s April trade surplus at its lowest in a decade, as imports soar to new record
MercoPress May 03, 2012
News
Remittances from Mexicans abroad climbed 5.3% in first quarter over a year ago
MercoPress May 03, 2012
News
Brazil working on package to further lower interest rates without scaring savers
MercoPress May 03, 2012
News
The Argentine economy will keep growing in 2012, according to the Central Bank
Telam May 03, 2012
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