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.
Please use the filters on the right to search for a specific date or topic.
Andrés Abadía (Chief LatAm Economist)
- The end of the easing cycle in Chile is nearing, as domestic and external uncertainty tick higher.
- Colombia’s BanRep will continue to cut rates from still-elevated levels, though fiscal noise’s a constraint.
- Banxico is considering accelerating easing, but near term threats likely will impede faster progress.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A poor start to the quarter due to tight financial conditions.
Andrés Abadía (Chief LatAm Economist)Latin America
- Mr. Milei’s policies in his first year as President have led to historic disinflation and economic stabilisation.
- Strengthening ties with the US suggest Argentina could be the regional winner under Trump 2.0.
- Hurdles for next year include sustained disinflation, legislative challenges and external noise.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: On hold, but ready to cut if the economic recovery falters.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: On hold, but ready to cut if the economic recovery falters.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A decent start to Q4, but downside risks remain for 2025.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A decent start to Q4, but downside risks remain for 2025.
Andrés Abadía (Chief LatAm Economist)Latin America
- Peru’s BCRP signals a data-driven approach as inflation ticks up and economic activity improves.
- Brazil’s economic data surged beyond expectations, driven by a strong labour market and fiscal support.
- This strengthens the case for continued interest rate hikes, which will bring activity back down to earth.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Solid, but tight financial conditions will be a drag in H1.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A poor start to Q4, and the near-term outlook is grim.
Andrés Abadía (Chief LatAm Economist)Latin America
