Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 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)

25 June 2025 LatAm Monitor Disinflation resumes in Mexico; Argentina's solid upturn in Q1

  • The benign inflation report supports a 50bp cut, but a divided Banxico will likely slow the easing pace in H2.
  • Services inflation is sticky; housing, wage and food costs are delaying disinflation despite a MXN rebound.
  • Private demand and capex lead growth in Argentina, but external imbalances and fiscal risks remain high.
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence