Pantheon Macroeconomics

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Latin America Publications

Below is a list of our Latin America Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Gabriella Dickens Andrés Abadía (Chief LatAm Economist)

1 August 2025 LatAm Monitor Brazil holds rates steady as tariffs cloud growth and inflation outlook

  • The COPOM kept rates on hold and a cautious tone, highlighting persistent inflation and global risks…
  • …US tariffs raise external threats, but exemptions soften the impact on Brazil’s key export sectors.
  • BCCh resumed its easing cycle with a 25bp cut, signalling a gradual return to neutral if warranted.
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Keywords for: Latin America

Latin America Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,