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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)

2 September 2025 LatAm Monitor Brazil's growth slows as disinflation advances amid tariffs and fiscal noise

  • Inflation in Brazil eased to 5.0% in August, helped by falling food prices and stronger BRL support.
  • GDP growth slowed sharply in Q2, as earlier momentum in agriculture, industry and services faded.
  • US tariffs and widening external deficits remain risks, keeping the COPOM cautious and Selic rate at 15%.
Andrés Abadía (Chief LatAm Economist)Latin America
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence