Pantheon Macroeconomics

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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)

4 June 2024 LatAm Monitor Landslide victory in Mexico gives MORENA strong political capital

  • Claudia Sheinbaum makes history after being elected as Mexico’s first female president.
  • Ms. Sheinbaum’s victory was expected, but a potential MORENA supermajority brings uncertainty.
  • The Chilean economic activity index rebounded in April, but disappointing details point to rate cuts.

Andrés Abadía (Chief LatAm Economist)Latin America

May 2024 - Latin America Chartbook

LATAM RECOVERY REMAINS SUBPAR...

  • ...BUT LOW INFLATION IS ALLOWING GRADUAL INTEREST RATE CUTS

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Industrial Production and Retail Sales, Chile, April

  • In one line: Struggling on a sequential basis, despite the solid headline numbers.

Andrés Abadía (Chief LatAm Economist)Latin America

3 June 2024 LatAm Monitor Banxico Labour market strength in Brazil complicates the inflation fight

  • The Brazilian labour market’s resilience will continue to raise inflation concerns for policymakers.
  • Robust economic activity in recent months likely will slow the disinflation process, but not for long.
  • Downside risks persist for the economy in H2; tighter financial conditions will be the main drag, by far.

Andrés Abadía (Chief LatAm Economist)Latin America

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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence