Latin America economies

Amid Uncertainty, Latin America Is Looking Up

Pablo Bejar | For the first time since 1982-83, the Latin America and Caribbean region is expected to be in recession for two consecutive years (2015-16). According to World Economic Outlook forecasts, growth is expected to be -0.6% this year following growth of -0.03% last year. The fall in commodity prices, lower global trade and continued weakness in advanced economies, combined with a set of internal factors in some of the larger regional economies, have driven growth lower.


Bayer's M&A deal with Monsanto

Low Interest Rates Fuel Record M&A Deals

Ofelia Marín-Lozano | The exceptionally low interest rate scenario, with short-term rates even in negative territory, are undoubtedly an incentive for major corporate transactions. Being able to get 20-year funding at a fixed annual rate of below 2% is fuelling a slew of M&A deals which, in another scenario, would be prohibitive.


dollars

US: a powerful positive consensus and a stoppable dollar

Julius Baer Research | The combination of a positive economic growth narrative, like the fiscal boost under President-elect Trump, and good economic data, creates a powerful positive US consensus. Self-limiting forces of a stronger US dollar and higher interest rates are slowly emerging.

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Germany’s current account surplus

Some Animals are More Equal than Others

Francesco Saraceno | This post is nothing new. It is just a reminder for non European readers (or for distracted European readers), about the way things work in the EMU. The German Bundesbank President Weidmann violently attacked the European Commission for failing to enforce fiscal discipline within the Stability Pact.

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