THINK economic and financial analysis
Economy
Latin America

Brazil

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What's going on in Latam? The same old Samba for rates...
Opinion

By Padhraic Garvey, CFA

Opinion

What's going on in Latam? The same old Samba for rates...


Brazil is dancing to a different beat than Mexico and Colombia (and Chile, at least for now)

Latest on Brazil

Opinion

By Padhraic Garvey, CFA

Here's why we should not get too down on Mexico
Opinion

Here's why we should not get too down on Mexico

We think markets are too negative on judicial reform in Mexico
Opinion

By Padhraic Garvey, CFA

Battle of the bad news stories – Brazil or Mexico?
Opinion

Battle of the bad news stories – Brazil or Mexico?

Brazil and Mexico have been whacked, but what to do now. We have more comfort in Mexico
Opinion

By Padhraic Garvey, CFA

One more cut from Brazil and the Selic is 'neutral'
Opinion One more cut from Brazil and the Selic is 'neutral'
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EM Sovereign Credit: Vulnerabilities from external financing conditions
EM Sovereign Credit: Vulnerabilities from external financing conditions
Poland
Russia
Turkey
IMF World Economic Outlook: A diverging growth path for emerging markets
IMF World Economic Outlook: A diverging growth path for emerging markets
Brazil
Brazil: The hawks are getting louder
Brazil: The hawks are getting louder
Brazil
Brazil in 2021: The focus is on fiscal policy
Brazil in 2021: The focus is on fiscal policy
Brazil
Brazil: Inflation risks in focus
Brazil: Inflation risks in focus
Brazil
Brazil: Fiscal and inflation risks escalate
Brazil: Fiscal and inflation risks escalate
Brazil
Brazil: Signs of a faster recovery emerge
Brazil: Signs of a faster recovery emerge

FX

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FX
China
India
Brazil
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Watch: The dollar's dominance is secure, despite BRICS countries' hopes
FX
Trade
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India
Brazil
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De-dollarisation: More BRICS in the wall
De-dollarisation: More BRICS in the wall
FX
Brazil
Mexico
Latam FX Outlook 2024: Holding firm in the face of rate cuts
Latam FX Outlook 2024: Holding firm in the face of rate cuts
Report FX
United States
Argentina
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BRICS expansion and the dollar: Would a larger bloc mean faster de-dollarisation?
Report BRICS expansion and the dollar: Would a larger bloc mean faster de-dollarisation?

Credit

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Bulgaria
Croatia
Czech Republic
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EM Sovereign Credit: External vulnerability heatmaps
Report EM Sovereign Credit: External vulnerability heatmaps
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Bulgaria
Croatia
Czech Republic
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EM Credit: Attacked from the core
EM Credit: Attacked from the core
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Bulgaria
Croatia
Czech Republic
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EM Credit Outlook: Risky Business
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Bulgaria
Croatia
Hungary
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EM Credit Outlook: Risky Business
Report EM Credit Outlook: Risky Business