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Reports and forecasts from our economic research team
Latest analysis on the main economic themes
Analysis on Brazilian economic themes published by the Central Bank, the statistics institute IBGE, among others
Analysis on economic indicators from other Latam countries covered by Itaú's economic research team
Current macroeconomic outlook for the global economy
Sector and publicly-traded company analysis prepared by our team of especialists
In-depth reports on macroeconomic issues
Demand for industrial goods is set to decline
The fiscal consolidation strategy outlined in Chile’s budget bill for 2022 is ambitious
In case of rationing, we expect slower growth, accelerating inflation and an increase in interest rates
A Selic rate approx. 100 bps above the neutral rate seems consistent with the current deviation of IPCA
States are seeing a temporary improvement, but still have a structural challenge ahead
We revised our 2021 inflation forecast to 7.7% from 6.9% previously
Fiscal improvements shouldn’t lead to a permanent deterioration in the fiscal framework
The MoF is likely to auction roughly an additional USD 9 billion during September-December 2021
The level of formal employment has fully recovered from the pandemics shock
Global inflation: commodities, bottlenecks and, recently, reopening. Core accelerating in some countries, but still below
The proposal brings Brazil closer to the international standard of corporate taxation
The proposal affects around 30 million people
The proposal is being debated in Congress
A full GDP recovery will likely be achieved in 2021 in most developed countries, but not until 2022 or later in EMs (ex. Chi
We forecast GDP at 8.5% in 2021 and at 5,8% in 2022
Rationing is still very unlikely (probability under 5%)
GDP continues to expand in 2021H1
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Monthly presentation with the economic outlook in Brazil and abroad.
Specific economic indicators created by Itaú's economic team.
Up-to-date forecasts for Brazil, Latam and the global economy.
Meet our team of specialists
Chief Economist at Itaú Unibanco, holds a doctorate degree in Economics from Oxford and was Deputy Governor for the BCB.
Head of the sell-side area in the Macroeconomic research team, holds a Ph.D. in Economics from the University of California
Ph.D. in Economics from Columbia University, partner, head of buyside and economic analysis for Bz, global and analytics
Is responsible for covering Latin American economies, ex-Brazil. Holds a master`s degree in Economics from PUC-RJ.
Responsible for research coverage of Brazilian companies, holds a bachelor in economics by the University of São Paulo
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