LatAm Trading Catalysts: Inflation prints, op. results for BZ homebuilders, sector data (CL banks, ANS)

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LatAm Trading Catalysts: Inflation prints, op. results for BZ homebuilders, sector data (CL banks, ANS)

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LatAm Trading Catalysts

Inflation prints, op. results for BZ

homebuilders, sector data (CL banks, ANS)

Investment Strategy

Econ: inflation data in Brazil, Mexico, Colombia, and Chile 06 July 2026

Attention this week turns to inflation prints in LatAm. In Brazil (Fri), we expect IPCA at Investment Strategy

0.36% mom, from 0.58% in May. The deceleration is driven by housing, as the electricity Latin America

tariff flag was maintained at yellow in June after a shift in May. In Mexico (Thu), we Paula Andrea Soto, CFA >>

expect headline inflation at -0.13% mom, from -0.21% previously. Colombia (Tue) and LatAm Equity Strategist

Chile (Wed) will also release inflation data. In the US, focus on FOMC minutes (Wed). Merrill+55 11Lynch2188 (Brazil)4226

paula.soto@bofa.com

Eq. strategy: Top 10 Ideas for 3Q26 David Beker >>

We updated our Top 10 LatAm Ideas Quarterly for 3Q26. The list includes stocks that we BzMerrillEcon/FILynch& (Brazil)LatAm EQ Strategy

believe will significantly outperform or underperform peers during the quarter, with +55 11 2188 4371

david.beker@bofa.com

calendar-specific catalysts. Our Buy ideas are Arcos Dorados, BCI, Davivienda,

Marcopolo, Tenda, Ternium, and Vibra. Our Underperform ideas are Braskem, CarlosLatAm andCapistranCanada Economist

Cuervo, and Usiminas. See details in our report: Top 10 LatAm Ideas Quarterly. BofAS

+1 646 743 2921

carlos.capistran@bofa.com

2 electoral polls could be released in Brazil this week Mateus Conceicao >>

Two national electoral polls could be released in Brazil: GERP and Boas Ideias could both LatAm Equity Strategist

Merrill Lynch (Brazil)

release on Wednesday.