The Point for Latin America

This report summarizes regional market updates for Latin America, including downgrades for Braskem and economic policy status updates for Mexico and Colombia. It also touches on global economic outlooks and asset allocation shifts amid supply shocks.

Key Takeaways

• 1.Braskem downgraded to Sell due to petrochemical spread deterioration and Alagoas Geological Event risks.
• 2.Banxico maintained policy rate at 6.5% in a unanimous decision.
• 3.Global economic growth is tracking at 2.5%, down from 2.9% prior to conflict, with El Niño risks rising.

Table of Contents

• Top Call
• Company
• Industry
• Strategy & Economics
• Global
• Key Rating and Target Price Changes
• Appendix A-1

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