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2nd Apr 2025 09:40Latin AmericaDaily Monitor

  • USMCA compliance shields Mexico, for now, as tariff risks shift to non-aligning sectors.
  • The US tariff war creates winners in LatAm, as Asia bears the brunt, but collateral damage is a threat.
  • Faltering sentiment and tight financial conditions are weighing on Brazil’s industrial sector.

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Keywords for: 4 April 2025 LatAm Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence