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.
- In one line: A modest cut while keeping the door open for further reductions.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A solid Q3, but downside risks have emerged.
Andrés Abadía (Chief LatAm Economist)Latin America
- Recent data indicate Brazil’s Q3 GDP growth should be strong, but worries are mounting for 2025.
- Lula’s government is facing pressure to implement fiscal adjustments to prevent a downturn in H1.
- Banxico faces uncertainty as external factors complicate its future decisions on rate adjustments.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Hit by global and domestic uncertainty
- Mexico — Trump 2.0 hurting prospects
- Colombia — Uncertainty looming large
Andrés Abadía (Chief LatAm Economist)Latin America
- The US election result signals economic challenges for LatAm, amid rising inflation and interest rates.
- Peru’s BCRP has adopted a cautious stance due to global uncertainty and potential US tariff impacts.
- Chile is facing deteriorating economic conditions as inflation surges and the CLP weakens sharply.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Headline inflation rebounds as electricity tariffs rise.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Rising inflation pressures on the back of bad weather conditions.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A modest cut; approaching the end of the easing cycle.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A modest rebound, but the outlook has deteriorated.
Andrés Abadía (Chief LatAm Economist)Latin America
- The US election result shifts monetary policy expectations; LatAm central banks’ stance to tighten.
- Mr. Trump’s potential protectionist policies will exacerbate the economic challenges for LatAm.
- Rising inflation risks and BRL depreciation forced Brazil’s COPOM to accelerate interest rate hikes.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A bold 50bp hike to bring inflation expectations in check.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazilian Real — Uncertainty amid elevated risk
- Mexican Peso — Risks increase after Mr. Trump’s win
- Colombian Peso — Much noise for a vulnerable currency
Andrés Abadía (Chief LatAm Economist)Latin America
- Economic activity is showing signs of stagnation as key sectors struggle with persistent challenges.
- Political shifts indicate potential for business-friendly policies, given voter sentiment for change.
- Future growth prospects depend on effective reforms, and stability in external conditions.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s economy remained solid in Q3, yet COPOM faces slowing momentum and external pressures.
- The BRL sell-off, linked to US election uncertainty, means COPOM will consider an aggressive rate hike.
- Peru’s core inflation rate has fallen, supporting further interest rate cuts by the BCRP this week.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s unemployment rate fell to 6.4%, reflecting a significant decline to the lowest level since 2013.
- Record employment highlights a resilient labour market, but conditions likely will deteriorate soon.
- BanRep likely will continue to cut interest rates, but external conditions are a key near-term threat.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: BanRep maintains steady 50bp rate cuts amid declining inflation and challenging global economic outlook.
Andrés Abadía (Chief LatAm Economist)Latin America
MIXED RECOVERY FOR LATAM ECONOMIES
- …AMID TEMPORARY INFLATION PRESSURES AND EXTERNAL THREATS
Andrés Abadía (Chief LatAm Economist)Latin America
- Mexico saw strong growth in Q3, driven by agriculture and services, yet challenges lie ahead.
- Political uncertainty surrounding the US presidential election poses a risk to Mexico’s economy.
- Key sectors are showing resilience, but external factors could hit future growth and capex decisions.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Resilient, but the near-term outlook remains difficult.
Andrés Abadía (Chief LatAm Economist)Latin America
- Argentina’s economic developments show inflation control and a fiscal surplus amid social challenges.
- But rising poverty and unemployment illustrate the impact of the tough austerity measures.
- The outlook relies on balancing growth, political risk and sustainable economic policies.
Andrés Abadía (Chief LatAm Economist)Latin America
