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    November 21, 2018

    Latin America: Uncertainty grips large countries

    The recovery of growth in Latin America continues to be very uneven. We are simultaneously dealing with the impact of the Argentine exchange rate crisis, the uncertainty generated by the reforms of the new government in Brazil and the mixed news coming out of Mexico. By contrast, the Andean countries are accelerating thanks…

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    November 5, 2018

    The different Latin Americas

    The recovery of growth in Latin America continues to be very uneven. We are witnessing at the same time the impact of the currency crisis in Argentina and uncertainty over how far-reaching the new Brazilian government’s tax and pension reforms will be. On the other hand the Andean countries continue to accelerate, driven by…

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    February 28, 2018

    Consumer confidence’s boom and bust in Latin America

    We characterize consumer confidence cycle across LatAm using Markov-switching models. Our findings show that a core group of countries shares a statistical common ground for both confidence’s boom and bust cycle synchronisation. Notably, Argentina and Chile tend to lead consumer mood shifts, playing a leading role in propag…

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