RaboResearch - Economic Research

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Economic Report

Latin America: turning the populist page

The past year has been tumultuous for Latin American politics, characterised by a shift to the right in election results and away from populism in policy, and numerous corruption scandals. Current risk levels are likely to linger in the coming year.

Economic Comment

Latin America: F&A sector dynamics in Brazil

Economic activity in Latin America has been slowing down, but there still are pockets of opportunity. One example is the F&A sector in Brazil, which has performed much better than the overall economy.


Latin America: FX, risk, carry and central banks

Latin American currencies remain at the mercy of external factors and in particular global liquidity and central bank policy. And that is unlikely to change in the coming year.