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
Please use the filters on the right to search for a specific date or topic.
Daily Monitor Weekly Monitor Andrés Abadía (Chief LatAm Economist)
- The mild inflation uptick in Peru was driven by base effects, underlying price pressures remain in check.
- Economic momentum is holding steady, with construction, credit and labour markets resilient.
- Fiscal discipline and solid external accounts support PEN stability amid mounting political uncertainty.
- The broad-based rise in Brazil’s industrial output in August offers short-term relief, as the risks persist.
- Investment and external demand remain major drags; high interest rates are hurting.
- Weak confidence and US trade frictions will likely continue to weigh on industry.
- A mining accident disrupted output in Chile, hurting activity, while commerce provided stability.
- Fiscal revenues rose on higher royalties and copper prices, though election-year spending risks persist.
- A right-wing political shift would bring business friendly reforms, likely boosting investor confidence.
- Split in BanRep’s Board highlights tension between resilient domestic demand and stubborn inflation.
- Loss of IMF credit line underscores fiscal fragility, fuelling market concerns over Colombia’s credibility.
- Minimum wage talks risk entrenching inflation, limiting BanRep’s scope for near-term easing.
- Brazilian Real — Gains fade after early rally
- Mexican Peso — Resilient, but facing resistance
- Argentinian Peso — Volatility as political noise builds
- Economic activity in Argentina contracts again as fiscal constraints and political instability weigh…
- …The US backstop boosts stability, but the October mid-term elections will test the credibility of reforms.
- A resilient labour market in Brazil masks cooling momentum, with job creation fading.
