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)
- Brazil — Senate grapples with tax-break dilemma
- Mexico — President-elect appoints her cabinet
- Chile — Boric navigates pension and energy reforms
Andrés Abadía (Chief LatAm Economist)Latin America
- Colombia’s manufacturing sector is struggling, while Peru’s economy is showing outstanding resilience.
- High interest rates and inflation dampen Colombia’s growth; domestic demand is improving in Peru.
- Political uncertainty is hindering Colombia’s recovery; Peru’s outlook is brightening, despite politics.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s economy continues to show resilience in Q2, supported by a strong labour market.
- The outlook for H2 is positive, despite challenges, but tight financial conditions will hurt in 2025.
- Argentina’s inflation continues to undershoot, bolstering confidence in Milei’s stabilisation plan.
Andrés Abadía (Chief LatAm Economist)Latin America
- Peru's BCRP held rates for a second straight meeting, amid sticky core inflation, but eyes future easing.
- A mixed performance for Mexico's industrial sector: construction is solid, manufacturing is struggling.
- Banxico's minutes lean towards a rate cut in August; softening economic activity supports this view.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Temporary pressures but underlying trends under control.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Temporary pressures but underlying trends under control.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s underlying inflation picture remains in check, but political and economic risks are intensifying.
- BCB faces a complex scenario as the labour market and private consumption appear resilient, for now.
- Retail sales surged in May despite economic headwinds, beating expectations.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Positive outlook amid improving conditions
- Mexico — Navigating turbulence
- Colombia — Reforms, challenges and signs of recovery
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Core improvement amid weather-driven pressures.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core improvement amid weather-driven pressures.
Andrés Abadía (Chief LatAm Economist)Latin America
- Mexico’s core inflation slows, hinting at rates cuts, despite weather-related pressures.
- Colombia’s core inflation continues to ease, paving the way for BanRep rate cuts…
- …but fiscal concerns and external challenges will likely limit the acceleration of the rate-cutting pace.
Andrés Abadía (Chief LatAm Economist)Latin America
- Inflation undershot expectations in June, which likely will allow the central bank to cut rates further.
- Risks remain, though; electricity tariffs are set to rise, but soft domestic demand will help to ease the hit.
- Reduced pension-system uncertainty and benign global conditions will allow further rate normalisation.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s industrial sector is struggling, as the labour market continues to defy expectations.
- The COPOM faces tough decisions amid rising inflation and political pressure from President Lula.
- Fiscal concerns are mounting as the budget deficit is deepening, complicating monetary policy.
Andrés Abadía (Chief LatAm Economist)Latin America
- Chile’s economy is struggling with weak domestic demand, despite a resilient labour market.
- Activity likely will gather speed in H2, thanks to lower interest rates, but downside threats remain.
- Peru’s headline inflation picture looks benign, but core remains sticky; BCRP faces policy challenges.
Andrés Abadía (Chief LatAm Economist)Latin America
- BanRep has cut rates in a split decision, balancing inflation concerns with growth expectations.
- We expect further rate cuts in H2, assuming stable policy/political risk and benign external conditions.
- The labour market remains resilient, but weakening key sectors indicate challenges ahead.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Struggling as domestic demand falters.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Struggling as domestic demand falters.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A mixed performance, with activity struggling, but the job market remains resilient for now.
Andrés Abadía (Chief LatAm Economist)Latin America
