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07/02/2025

EM Pulse: Latin America

07/02/2025

EM Pulse: Latin America

In this week’s EM Weekly the team discussed:

  • Latin America remains attractively valued, trading over 1 standard deviation below its 10-year average.
  • High real rates leave room for monetary easing across the region.
  • A relative “winner” in 2025’s shifting trade landscape, benefiting from tariff realignment.
  • Upcoming elections will keep politics in focus, but no major disruptions to the regional thesis are expected.

Contact us if you are interested in watching the recording of the call and its contents.

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