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.
Please use the filters on the right to search for a specific date or topic.
Andrés Abadía (Chief LatAm Economist)
- Mexico — Trade, security and tariffs
- Colombia — Leadership on shaky ground
- Chile — Presidential race gathering momentum
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s economic slowdown is deepening and will force the COPOM to end its tightening cycle soon.
- Colombia’s economy gathered speed in Q4, thanks to lower interest rates and despite political noise.
- Leading indicators point to a healthy H1, though some sectors will continue to lag behind the upturn.
Andrés Abadía (Chief LatAm Economist)Latin America
- The BCRP held rates steady; economic activity is gathering speed but disinflation is fully on track.
- The Board has left the door open to further cuts, but external risks and inflation remain key factors.
- Argentina’s inflation is slowing as Mr. Milei’s economic policies yield results, despite lingering issues.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: On hold and maintaining a cautious stance.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold and maintaining a cautious stance.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: An ugly finish to 2024, and Q1 2025 will be difficult.
Andrés Abadía (Chief LatAm Economist)Latin America
- Private consumption in Brazil slowed rapidly in Q4, and weakening fundamentals point to a poor H1.
- Falling consumer confidence and worsening PMIs highlight the continued economic struggles.
- Chile’s BCCh faces inflation pressures, amid speculation on potential interest rate hikes soon.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Under severe strain, and risks are tilted to the downside.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Modest January pressures offer little relief to a challenging inflation outlook.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Modest January pressures offer little relief to a challenging inflation outlook.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — A solid start to the year as sentiment improves
- Mexico — A solid rebound, but threats remain
- Colombia — Economic tailwinds offset political noise
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s inflation dipped slightly in January, but the near-term outlook remains bleak…
- …But pressures will ease in H2 as weakening domestic and external demand weigh on inflation.
- A very, very ugly outlook for Mexico’s industrial sector under Trump 2.0; it could be avoided though.
Andrés Abadía (Chief LatAm Economist)Latin America
- Colombia’s disinflation has paused, complicating BanRep’s efforts to support activity.
- Increased political noise, elevated fiscal strain and external uncertainty are challenges for policymakers.
- Chile’s electricity-tariff hike sparks an inflation surge, dimming hopes for further rate cuts.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A larger cut; improving inflation outlook allows for bolder action.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A larger cut; improving inflation outlook allows for bolder action.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A good start to the year, supporting further policy normalisation.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A good start to the year, supporting further policy normalisation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Inflation spikes in January, driven by electricity tariffs.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Inflation spikes in January, driven by electricity tariffs.
Andrés Abadía (Chief LatAm Economist)Latin America
- Banxico signals further rate cuts amid disinflation, economic slowdown and easing external pressures.
- The better inflation outlook, however, faces threats from US policy risk and domestic policy noise.
- The Board will likely cut rates to 8% this year, if President Trump doesn’t get in the way.
Andrés Abadía (Chief LatAm Economist)Latin America
