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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ian shepherdson (Chief Economist, Chairman and Founder) Andrés Abadía (Chief LatAm Economist)
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.
