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: 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
