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Latin America Economics & Strategy Daily: Brazil Fuel Subsidies, USMCA, Kast Approval Rating, Colombia Fiscal
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Latin America Economics & Strategy Daily: Brazil Fuel Subsidies, USMCA, Kast Approval Rating, Colombia Fiscal
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06 Jul 2026 09:10:57 ET │ 18 pages
Latin America Economics & Strategy
Daily
Brazil Fuel Subsidies, USMCA, Kast Approval Rating, Colombia Fiscal
Ernesto Revilla AC
CITI'S TAKE +1-212-816-2621
ernesto.revilla@citi.com
Today we discuss developments in Brazil, Mexico, Chile, Colombia.
Luis E Costa, CFA AC
+44-20-7986-9757Regional Macro —US equity futures opened higher after the holiday break, ahead of
a week that begins with PMI and ISM releases. However, the focus will be luis.costa@citi.com
Wednesday’s publication of the FOMC minutes, which should provide further AC Esteban Tamayo
insight into the views of the Committee’s more hawkish members and the rationale esteban.tamayo@citi.com
behind the more aggressive year-end rate projections reflected in the latest dot plot.
On the regional front, the focus this week will be on June inflation reports, Leonardo Porto AC
particularly the extent to which the combination of lower oil prices and a stronger leonardo.porto@citi.com
US dollar will play out amongst the different jurisdictions.
Paulo Lopes AC
LatAm Strategy Trades — We remain heavy in FX trades. We are long BRL against paulo.lopes@citi.com
EUR and AUD as the current macroeconomic backdrop still suggests resilience for
high real-yielding EM (link). We continue to hold to our vol adjusted (structurally long Thais Ortega AC
USD) long MXN, BRL and TRY vs CAD, CHF and THB, to capture high yielders thais.ortega@citi.com
carry (link).
Felipe Juncal AC
Brazil — Inflation expectations roughly stable (but de-anchored) again this week. felipe.juncal@citi.com
Disappointing industrial production performance in May-26. Trade balance remains
robust in Jun-26.
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