BCA美洲:宏观和前景分歧
拉丁美洲经济委员会·2024-06-12 10:57
水木调研纪要关注公众号:水木纪要 BCQα Research Emerging Markets Strategy June 10, 2024 Charts That Matter LATAM: Macro And Outlook Divergences Executive Summary Colombia, and Peru - based on their business cycle outlook, maero policy stance, and fundamentals. For the next six to 12 months, we belieye that Brazil will likely exceed economists' growth estimates. Mexico, Chile and Peru will perform broadly in line with those consensus projections, and Colombia will underperform. 服数据加V:shuinu9870 Given their recessions, inflat ...