Peru: A Clear Path Ahead
Published on
Peruvian financial markets will outperform their EM peers given the country’s clear macroeconomic and political visibility. Low and plummeting inflation, a decelerating economy and a lack of economic excesses will allow the central bank to cut rates in the coming months and achieve a soft landing. A reluctant alliance between Congress and the President will ensure political stability until 2026.
BCA Research | CoreMacro
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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