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

Please use the filters on the right to search for a specific date or topic.

Chartbook Weekly Monitor Datanotes

8 September 2025 LatAm Monitor Mexico's economy holds steady, but capex weakness and trade risks persist

  • Mexico’s economy is showing modest resilience, supported by manufacturing and services.
  • Consumption is underpinned by wages and remittances, but capex is weakening amid trade tensions.
  • Brazil’s trade surplus is holding up, but industry is deteriorating due to US tariffs and tight policy.
Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: GDP, Second Quarter, Brazil, 2025

  • In one line: Growth slows as capex falls, but services hold up. 
Andrés Abadía (Chief LatAm Economist)Latin America

2 September 2025 LatAm Monitor Brazil's growth slows as disinflation advances amid tariffs and fiscal noise

  • Inflation in Brazil eased to 5.0% in August, helped by falling food prices and stronger BRL support.
  • GDP growth slowed sharply in Q2, as earlier momentum in agriculture, industry and services faded.
  • US tariffs and widening external deficits remain risks, keeping the COPOM cautious and Selic rate at 15%.
Andrés Abadía (Chief LatAm Economist)Latin America

August 2025 - Latin America Chartbook

LATAM GROWTH DIVERGES AS DOMESTIC DEMAND SOFTENS

  • POLICY EASING BEGINS UNEVENLY AS POLITICAL RISK RISES INTO 2026
Andrés Abadía (Chief LatAm Economist)Latin America
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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,