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.
Please use the filters on the right to search for a specific date or topic.
ian shepherdson (Chief Economist, Chairman and Founder) Andrés Abadía (Chief LatAm Economist)
- In one line: Q1 ends on a strong note, but growth set to slow.
- Colombia’s central bank resumes its cautious easing cycle amid fragile growth and persistent inflation risks.
- BanRep balances disinflation momentum with fiscal slippage and intensifying external noise.
- Uncoordinated policy signals undermine credibility as Colombia faces deteriorating fundamentals.
- In one line: Surprise rate cut signals cautious support for the recovery.
- In one line: Surprise rate cut signals cautious support for the recovery.
LATAM SHIELDS ITSELF AMID TARIFF TURMOIL…
- …BUT VULNERABILITIES AND RISKS REMAIN ELEVATED
- Agriculture props up Mexico’s GDP, but industrial recession reveals underlying economic fragility.
- US tariffs hit manufacturing hard, while weakening labour data signal sluggish services momentum.
- Monetary easing likely to continue, but tight fiscal space limits scope for meaningful stimulus ahead.
- In one line: Agricultural rebound masks broad-based weakness.
- In one line: Agricultural rebound masks broad-based weakness.
- In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.
- In one line: The BCCh holds fire, as global risks intensify.
- In one line: The BCCh holds fire, as global risks intensify.
