Pantheon Macroeconomics

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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.

9 October 2024 LatAm Monitor Disinflation in the Andes fully on track, allowing further easing in Q4

  • The gradual easing of inflation pressures continues in Colombia, despite temporary upside shocks.
  • Political uncertainty and minimum-wage talks complicate BanRep’s ability to accelerate rate cuts.
  • Chile’s inflation slowed in September, paving the way for further rate cuts amid energy-tariff uncertainty.

Andrés Abadía (Chief LatAm Economist)Latin America

8 October 2024 LatAm Monitor Brazil's trade surplus declines, highlighting near-term issues

  • Brazil’s exports are struggling as weak prices hit the mining/oil sectors and overall trade performance.
  • Imports have surged, for the wrong reasons; domestic demand will ease soon.
  • Domestic and external challenges are weighing on Mexico’s growth outlook.

Andrés Abadía (Chief LatAm Economist)Latin America

7 October 2024 LatAm Monitor Claudia Sheinbaum; a bold new direction for Mexico?

  • Mexico’s new president, Claudia Sheinbaum, has the chance to reshape policies and enhance capex.
  • She must address drug-related violence, energy policies and maintain strong ties with the US.
  • Proposed reforms spark concerns over increased executive power and its impact on key institutions.

Andrés Abadía (Chief LatAm Economist)Latin America

4 October 2024 LatAm Monitor Industrial activity struggles in Brazil; tight financial conditions a threat

  • Brazil’s industrial output inches up in August, highlighting ongoing economic challenges.
  • Moody’s upgrades Brazil’s credit rating, boosting confidence in economic reforms.
  • Peru’s inflation rate drops to 1.8%, paving the way for further interest rate cuts.

Andrés Abadía (Chief LatAm Economist)Latin America

2 October 2024 LatAm Monitor Colombia's BanRep to keep cutting rates amid soft economic recovery

  • Colombia’s BanRep cut interest rates again, signalling continued easing amid falling inflation.
  • The Board adopted a more dovish stance, paving the way for an accelerated normalisation, if needed.
  • Chile’s IMACEC index is sending mixed signals;mining shows signs of life but services struggle.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: BanRep Rate Decision, Colombia, September, 2024

  • In one line: The 50bp pace of rate cuts continues amid mixed economic signals and a cautious inflation outlook.

Andrés Abadía (Chief LatAm Economist)Latin America

September 2024 - Latin America Chartbook

LATIN AMERICAN CENTRAL BANKS TACKLE INFLATION…

  • …AND GROWTH CHALLENGES, AMID GLOBAL PRESSURES

Andrés Abadía (Chief LatAm Economist)Latin America

1 October 2024 LatAm Monitor Brazil's job market shows resilience amid emerging growth challenges

  • Brazil’s unemployment rate drops to record low, indicating tight labour market conditions….
  • …But economic indicators suggest potential job market slowdown as tight financial conditions bite.
  • Chile’s August economic data was strong, yet leading indicators signal caution for future growth.

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,