By Bertrand Delgado
Jan 19, 2011
| Last Updated
Policy Miscalculation Could Prove Destabilizing
As we cautioned in our 2011 Outlook, falling behind the curve is a key internal risk in Latin America. Delays in macroeconomic tightening—amid above-trend economic growth and high confidence in the region and an inflationary and expansionist global backdrop—could further deteriorate the inflation outlook, increase the risk of overheating and worsen balance of payments dynamics. Moreover, as regional policy makers try to evade currency appreciation by avoiding aggressive rate hikes, this bifurcated policy choice could be detrimental to[...]
Access to this content is restricted to RGE clients.
If you have a client code, please enter it here to activate your client account.
Click here for a free trial.
Learn About Our Services:
Our dynamic and intuitive macroeconomic research platform keeps you on top of the extraordinary shifts that transform our global economy, allowing users to uncover unique connections and insights. Discover the resource central banks and that 70% of the world's leading hedge funds, asset managers, PE firms, banks and corporations around the world depend on.
Our market strategists build on the work of our macroeconomic research team, incorporating market dynamics to answer crucial questions and generate actionable investment recommendations. RGE's Market Research and Strategy team gives clients actionable insight across six key asset classes:
• Currencies • Commodities
• Credit • Equity • Gov’t Bonds / Rates
• Emerging Markets • Financials
• Cross Asset Model Portfolio
Sometimes, reading research is not enough. Many RGE clients participate at the Roubini Direct Access level to gain a deeper understanding of specific issues. Through interactive live sessions, we engage with world-class thinkers, encourage knowledge sharing, idea generation, risk identification and validation of client initiatives.
Learn More »