Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

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Daily Monitor Andrés Abadía (Chief LatAm Economist)

5 August 2025 LatAm Monitor Colombia's BanRep on hold amid fiscal and external uncertainties

  • Sticky core inflation and rising wage risk delay further cuts in Colombia, despite headline disinflation.
  • Governor Villar flagged the worsening public finances; FM Bonilla offered little clarity on budget plans.
  • We expect a shallow easing cycle, with cuts resuming only if inflation risks ease meaningfully.
Andrés Abadía (Chief LatAm Economist)Latin America

1 August 2025 LatAm Monitor Brazil holds rates steady as tariffs cloud growth and inflation outlook

  • The COPOM kept rates on hold and a cautious tone, highlighting persistent inflation and global risks…
  • …US tariffs raise external threats, but exemptions soften the impact on Brazil’s key export sectors.
  • BCCh resumed its easing cycle with a 25bp cut, signalling a gradual return to neutral if warranted.
Andrés Abadía (Chief LatAm Economist)Latin America
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence