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)
- In one line: The first quarterly contraction in more than a year, and the outlook is difficult.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s industrial output beat consensus in December, yet leading indicators point to a weakening trend.
- January’s COPOM minutes reveal a hawkish stance, despite economic activity softening.
- Peru’s inflation remains well on target, paving the way for a final rate cut in Q2, assuming a stable PEN.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazilian Real — Resilience in the face of adversity
- Mexican Peso — Complex economic and external waters
- Colombian Peso — Trade and fiscal issues in the spotlight
Andrés Abadía (Chief LatAm Economist)Latin America
- The industrial and commerce sectors are driving Chile’s growth, despite persistent issues in services.
- Confidence indicators are on the mend, as activity navigates complex reforms and external pressures.
- The BCCh will have to take a cautious approach amid sluggish employment growth and high inflation.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: The recovery continues, and expect further good news in Q1.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: The recovery continues, and expect further good news in Q1.
Andrés Abadía (Chief LatAm Economist)Latin America
- Presidents Sheinbaum and Trump agreed to pause tariffs, focusing on border-security cooperation.
- BanRep held interest rates at 9.5%, surprising the consensus, citing inflation and Petro-Trump tensions.
- Increasing inflation expectations and high labour costs are further threats, but BanRep will cut again.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: On hold, as uncertainty has increased substantially.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold, as uncertainty has increased substantially.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A solid end to the year, explaining the cautious tone of the BCCh.
Andrés Abadía (Chief LatAm Economist)Latin America
- Mexico’s economic fragility is exposed as US trade policy pushes activity to the verge of recession.
- Banxico will have to balance slowing growth, potential US tariffs and the MXN’s performance.
- Chile’s landmark pension reform strengthens social security and dismantles systemic uncertainty.
Andrés Abadía (Chief LatAm Economist)Latin America
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
