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# International Economic Reports

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Learn about economic developments around the world and their impact on the financial markets.

## March

- Downside scenario: EM vulnerabilities to a sustained geopolitical shock – 03/03/2026
- The conflict with Iran: FAQ with the team – 03/02/2026

## February

- Changing the game: International implications of recent tariff developments – 02/26/2026
- China's ascension to top economy delayed...again – 02/24/2026
- "Conservative Wave" still flows with major Latam elections looming – 02/09/2026

## January

- Local economic & markets trends still consistent with EM rate cuts – 01/26/2026
- Tariffs as statecraft: Escalation to retraction on Greenland – 01/23/2026
- Implications of U.S. intervention in Venezuela – 01/05/2026

## December

- Bank of Japan preview – 12/16/2025
- Another twist in Brazil's election, but our base case is unchanged – 12/08/2025
- Diverging growth prospects and narrowing EM outperformance in 2026 – 12/02/2025

## November

- Emerging markets FX vulnerable, shaken, but not toppled (yet) – 11/21/2025
- Latin America elections outlook: The shift to the political right is in motion – 11/07/2025

## October

- Bank of Canada preview: Rate cut expected – 10/28/2025
- Shock risks remain present for emerging market currencies – 10/27/2025
- U.S.-China trade war 2.0 scenario analysis update – 10/13/2025
- Central bank monetary policy space: Q4-2025 – 10/01/2025

## September

- From bipolar to tripolar? U.S.-China-EU bloc world is also possible – 09/17/2025
- Bank of Canada resumes monetary easing – 9/17/2025
- European central bank pauses again, further easing still possible – 09/11/2025
- Argentina’s transition to a post-peronism economy is in flux – 09/08/2025
- The global economic impact of a U.S.-China bipolar world – 09/02/2025

## August

- France’s fiscal challenges should have limited Eurozone impact – 08/27/2025
- Reserve Bank of Australia cuts rates, signals a steady easing bias – 08/14/2025
- One more and done for Banxico? – 08/08/2025
- Bank of England continues gradual and careful rate cuts – 08/07/2025
- Latin America elections outlook – 08/01/2025

## July

- Bank of Japan still on course for October hike, for now – 07/31/2025
- Bank of Canada holds rates steady while signaling easing bias – 07/30/2025
- European central bank pauses, but further easing still possible – 07/24/2025
- Brazil's post-tariff threat economic & electoral outlook – 07/11/2025
- Down under central banks take rate cut time-outs – 07/10/2025
- Argentina travel takeaways – 07/09/2025
- Keep calm, carry on: EM central banks still set to ease – 07/02/2025

RO-4582113

LRC-0725

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