Latin America Publications
Below is a list of our Latin America 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
Please use the filters on the right to search for a specific date or topic.
Chartbook Datanotes Weekly Monitor
- In one line: Resilient at the headline level, for now.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: The door has been left open for further easing.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Resuming the downtrend, despite significant threats.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: The downtrend continues as non-core pressures ease.
Andrés Abadía (Chief LatAm Economist)Latin America
- Colombia’s economy faces headwinds despite the modest recovery; policy shifts muddy the outlook.
- President Petro’s reform agenda meets political resistance, again; economic stability is at risk.
- BanRep is dealing with inflation and growth worries amid government pressure for a dovish policy shift.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: In one line: A pre-emptive 25bp hike in response to persistent inflation risks.
Andrés Abadía (Chief LatAm Economist)Latin America
- The COPOM has a tough rate decision amid rising inflation expectations, and elevated policy risk.
- Mixed economic data highlight resilient services growth, but the industrial recovery remains fragile.
- New BCB leadership under Gabriel Galípolo brings uncertainty to future policy and inflation-targeting.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A decent performance in early Q3, but tight financial conditions remain a threat.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Subdued pressures in August, but rising expectations cloud the near-term outlook.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Finally falling at the headline level, but politics now a key risk.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Supporting BCCh’s cautious easing stance.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s industrial production declined in July following a solid H1, and the outlook is now cautious.
- A weaker trade surplus and rising import demand point to mounting external pressures.
- Chile’s inflation rose in August; food and housing prices led the increase, due to temporary shocks.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s GDP surged 1.4% quarter-to-quarter in Q2, driven by strong industrial and service sector growth.
- Labour-market strength and government spending bolstered the economic recovery in H1…
- …But challenges loom: fiscal pressures and weakening indicators signal a potential slowdown.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Unemployment declines but economic challenges lie ahead.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Mixed start to Q3, with industrial gains amid consumption challenges.
Andrés Abadía (Chief LatAm Economist)Latin America
Peru’s inflation is easing, as the core rate has hit BCRP’s target; it likely will continue to cut rates.- Chile’s economic activity rebounded in July, but challenges are persisting in key sectors.
- Colombia’s labour market is sending mixed signals amid an uneven economic recovery.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s labour market showed resilience in H1, yet signs of a gradual slowdown are starting to emerge.
- Leading indicators signal the labour market is plateauing, due to tighter financial conditions.
- Industrial gains offset consumption challenges in Chile; the recovery remains sluggish.
Andrés Abadía (Chief LatAm Economist)Latin America
- Chile’s latest data paint a picture of a struggling economy, with risks tilted to the downside.
- We expect the BCCh to resume rate cuts to support the economic upturn, but electricity tariffs pose a risk.
- Improving external demand, rate cuts and Fed easing will support the economic recovery in 2025.
Andrés Abadía (Chief LatAm Economist)Latin America
