拉美周报：墨西哥成为焦点 · 全球经济学

关键论点

• 预计Banxico将按兵不动，沟通基调为当前政策立场适当，且不释放任何方向的偏向。
• 相较更为平静的G10和多数拉美经济体，墨西哥日程异常密集，涵盖Banxico决议、月中CPI和经济活动数据。
• 月中总体通胀和核心通胀预计变化不大，分别约为同比3.3%和3.8%。
• 无论是名义还是实际政策利率，巴西的政策立场仍为该地区迄今最具限制性的。

对应原文证据

1. Overview 2–3 Country Updates 4–5 Market Events & Indicators 6–7 Forecast Updates 8 Key Economic Charts 9 Key Market Charts 10 Yield Curves 11 Table of Contents Chart of the Week: Prepared by: Syed Hasnain Abbas, Economic Analyst.
2. Chart of the Week Brazil Cuts Rates as Inflation Cools, but its Policy Stance Remains the Most Restrictive in the Region, By Far Sources: Scotiabank Economics, BCB, BCRP, Banxico, BCC, BANREP.
3. There will be a few second -tier central bank decisions (Switzerland, Sweden, and Norway) to watch for a growing hawkish message among policymakers around the globe, and we may get comments from Fed and ECB officials that shake up trading alongside the now usual wave of Middle East headlines driving sentiment.