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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Andrés Abadía (Chief LatAm Economist)

1 December 2025 LatAm Monitor Inflation eases further; Copom likely to cut rates in January

  • Disinflation in Brazil is broadening across goods and services, as supply conditions remain favourable.
  • A strong BRL, cooling demand, and easing core pressures will push headline inflation lower in Q1.
  • Copom signals patience but improving data support the case for a cautious rate-cutting cycle soon.
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Keywords for: Publications

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