Pantheon Publications
Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
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Andrés Abadía (Chief LatAm Economist)
EXTERNAL RISKS ARE FORCING A CAUTIOUS APPROACH…
- …THE PETRO-TRUMP SAGA HIGHLIGHTS THE GROWING THREAT
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A terrible end to the year, and downside risks have increased.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A terrible end to the year, and downside risks have increased.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Another bold rate hike and a continued hawkish stance.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Another bold rate hike and a continued hawkish stance.
Andrés Abadía (Chief LatAm Economist)Latin America
- LatAm policymakers are facing increased inflation risks amid elevated global uncertainty and threats.
- Brazil’s COPOM maintained its hawkish stance with a bold hike, continuing to fight inflation near-term.
- Chile’s BCCh paused its easing, adopting a neutral bias, as inflation pressures increase.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: On hold due to increased uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold due to increased uncertainty.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s economic resilience is tested by volatile trade dynamics and shifting global investment patterns.
- Foreign direct investment improved in 2024, while portfolio investments reflect fiscal uncertainty.
- Chile’s senate approved a pension bill, reshaping social security and addressing economic issues.
Andrés Abadía (Chief LatAm Economist)Latin America
- Colombia’s diplomatic team successfully averted a full-blown economic and political crisis with the US.
- Their Presidents’ social-media spat almost triggered a massive trade war; LatAm is watching.
- Mexico achieved a record trade surplus with the US in 2024 amid economic tensions.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Under pressure, and threats abound.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Overshooting expectations, and the outlook remains difficult.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Under control, but core pressures are increasing.
Andrés Abadía (Chief LatAm Economist)Latin America
- The modest monthly ICPA-15 gain masks underlying inflation pressures in Brazil.
- External noise and fiscal uncertainty complicate Brazil’s inflation outlook and policy decisions.
- Mexico’s economy slowed in Q4, as policy uncertainty, high real rates and global risks persist.
Andrés Abadía (Chief LatAm Economist)Latin America
- Disinflation in Mexico is full on track, prompting Banxico to consider accelerated rate cuts ahead.
- Core inflation pressures linger beneath weak domestic demand and subdued commodity prices.
- Colombia’s economic recovery wavers amid political noise, violence and sluggish Q4 GDP performance.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Fiscal reform, and Lula’s diplomatic efforts
- Mexico — Troubles due to Mr. Trump’s re-election
- Chile — General election approaching
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Under strain, due to still-tight financial conditions.
Andrés Abadía (Chief LatAm Economist)Latin America
- Retail sales plummet as Banxico signals potential bold rate cuts to ease the pain on economic activity.
- Ms. Sheinbaum’s early presidency has been marked by complex reforms and a difficult political picture.
- Mr. Milei’s economic wins: a soaring trade surplus, impressive fiscal surplus, and plummeting inflation.
Andrés Abadía (Chief LatAm Economist)Latin America
- Weak capex and declining private consumption raise alarms for Mexico’s near-term economic outlook.
- Potential tariff threats and trade negotiations could complicate economic ties between US and Mexico.
- Ongoing reforms and budget deficits will hinder Mexico’s economic flexibility and growth prospects.
Andrés Abadía (Chief LatAm Economist)Latin America
