Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
Our analysis of Banxico's reaction function reaffirms our forecast that the policy rate will end the year at 8.25% –...
Research Briefing
Emerging market (EM) central banks' credibility to restrain inflation over the medium-term horizon remains intact despite the tests it's been...
Research Briefing
Growth in most LatAm economies will be below consensus. Economic momentum has surprised to the upside through most of 2023,...
Research Briefing
We expect Latin America's six largest countries' combined GDP to expand 0.8% next year, down from our 1.8% forecast for...
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...
Research Briefing
We forecast the Mexican peso will appreciate by 4.9% in 2023 to an average of 19.2/US$, up from 20.2/US$ last...
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Brochure
You may be interested in Mexico Forecasting Service Access to short- and long-term analysis, scenarios, and forecasts for the Mexican...
Latin America’s economy enters the new year on a weakened footing. Our 2022 themes revolve around the inherent struggle between...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Consulting Report
This research seeks to quantify the size and scale of the illicit consumption of cigarettes in Mexico, as well as...
Research Briefing
While we don’t expect the looming announcement of QE tapering by the US Fed to trigger a sharp rise in...