LatAm Trading Catalysts: CPI in BZ, MX, CL and US, more electoral polls in Brazil

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LatAm Trading Catalysts: CPI in BZ, MX, CL and US, more electoral polls in Brazil

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LatAm Trading Catalysts

CPI in BZ, MX, CL and US, more electoral

polls in Brazil

Investment Strategy

Economics: inflation in Brazil, Mexico and Chile 08 June 2026

Higher repricing of US rates and weakening BRL increase scrutiny into Brazil’s upcoming Investment Strategy

inflation prints (see our new selic forecast of 14.25 for 2026E in Brazil Watch). In Brazil, Latin America

focus next week should be on the release of May IPCA (BofAe 0.54% May mom) on Paula Andrea Soto, CFA >>

Friday (12). We expect a slight cooldown in monthly inflation, driven by administered LatAm Equity Strategist

prices, while underlying inflation remains firm, with continued pressure from services Merrill+55 11Lynch2188 (Brazil)4226

and food. In annual terms, inflation should edge higher. On Tuesday (9), May IGP-DI will paula.soto@bofa.com

be released (BofAe 0.8% May mom). We expect a sharp deceleration in inflation, with a David Beker >>

broad-based slowdown. On Thursday (11), April services volume will be released. We BzMerrillEcon/FILynch& (Brazil)LatAm EQ Strategy

expect a moderate rebound in the month, with positive but softer annual growth. +55 11 2188 4371

david.beker@bofa.com

Elsewhere, monitor Chile CPI and copper exports (Mon Jun 8), CPI prints in Mexico (Tue

Carlos Capistran

Jun 9) In the US, focus will be on CPI and PPI after a strong payroll print last Friday. LatAm and Canada Economist

BofAS

3 electoral polls could be released in Brazil this week +1carlos.capistran@bofa.com646 743 2921

3 national electoral polls could be released in Brazil: on Tuesday (9) by GERP, Wednesday Mateus Conceicao >>

(10) by Instituto Parana and Thursday (11) by Instituto VOX.