with Joan Domene and Tim Hunter
December 8, 2023
In this webinar, we present our key themes for Latin America in 2024. Firstly, while annual growth will be slower than in 2023 and even slower than consensus, quarterly data will reveal a more nuanced picture. Secondly, inflation will largely continue to cool faster than markets expect, but there are risks on the horizon. Thirdly, a faster decline of inflation will allow central banks to cut faster than markets expect. And lastly, most countries will slow fiscal consolidation efforts against the backdrop of manageable debt in the near term, but soaring borrowing costs create risks.