from MacroScope:

Brazil’s shock therapy against inflation

March 3, 2015

Brazil's Central Bank President Alexandre Tombini reacts during the first ministerial meeting in Brasilia

Brazil's central bank's two-day policy meeting kicks off later on Tuesday with all bets placed on a fourth straight interest rate increase, despite growing consensus that the country is headed for its worst economic recession in 25 years.

from MacroScope:

Low-inflation wave reaches Mexico

January 22, 2015

A Mexican soccer fan watches a large screen broadcasting the 2014 World Cup soccer match between Mexico and Cameroon, in downtown Monterrey

Just as ECB President Mario Draghi announced a massive bond-buying program to revive Europe's economy and fend off deflation fears, news of shockingly low inflation popped up elsewhere in the globe: consumer prices in Mexico dropped 0.19 percent in early January, far below all 19 forecasts in a Reuters poll.

from Breakingviews:

Guest view: Hard to spell Colombia without o-i-l

By Guest Contributor
January 15, 2015

By Ilan Goldfajn and João Pedro Bumachar

The authors are guest columnists for Reuters Breakingviews. The opinions expressed are their own.

from Breakingviews:

Bad ideas catching up with Latin America in 2015

December 29, 2014

By Martin Hutchinson

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from The Great Debate:

U.S.-Cuba deal: What the two sides get out of it

By Peter Hakim
December 18, 2014

A vintage car drives by a mural showing Cuba's former leader Fidel Castro in Havana

President Barack Obama has inverted U.S. policy on Cuba. His Wednesday speech adopted the proposals of those who have spent a half-century arguing for a rethinking of Cuba policy. The president recognized Washington’s failure to achieve its goal of bringing political and economic openness to Cuba.

from MacroScope:

Brazil may have escaped recession, but not the minefield

November 26, 2014

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Brazil's newly-re-elected government is set to announce on Friday that the recession that began at the start of 2014 is now over. But a minefield of risks surrounding Latin America's largest economy recommends caution before celebration.

from Breakingviews:

Brazil’s epic water crisis a global wake-up call

November 24, 2014

By Kevin Allison and Antony Currie

The authors are Reuters Breakingviews columnists. The opinions expressed are their own. 

from Breakingviews:

Chiquita inversion slips on cash appeal

October 27, 2014

By Jeffrey Goldfarb

The author is a Reuters Breakingviews columnist. The opinions expressed are his own. 

from Global Investing:

Strong dollar, weak oil and emerging markets growth

October 17, 2014

Many emerging economies have been banking on weaker currencies to revitalise economic growth.  Oil's 25 percent fall in dollar terms this year should also help. The problem however is the dollar's strength which is leading to a general tightening of monetary conditions worldwide, more so in countries where central banks are intervening to prevent their currencies from falling too much.

from Global Investing:

Measuring political risk in emerging markets

October 10, 2014

(Corrects to say EI Sturdza is UK investment firm, not Swiss)

Commerzbank analyst Simon Quijano-Evans recently analysed credit ratings for emerging market countries and concluded that there is a strong tendency to "under-rate" emerging economies - that is they are generally rated lower than developed market "equals" that have similar profiles of debt, investment or reform. The reason, according to Quijano-Evans, is that ratings assessments tend to be "blurred by political risk which is difficult to quantify and is usually higher in the developing world compared with richer peers.