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.
Ian Shepherdson (Chief Economist, Chairman and Founder) Andrés Abadía (Chief LatAm Economist)
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
- Mining and services offset weak industrial output in Chile, providing a solid base for Q2 growth.
- Business sentiment improved slightly but remains fragile, with construction still the weakest link.
- Peru’s inflation is well under control, led by cheaper food and fuel prices; the BCRP is likely to cut soon.
TRADE TRUCE BRINGS LATAM MODEST GAINS…
- …BUT DOMESTIC FRAGILITIES UNDERMINE GROWTH PROSPECTS
- In one line: Boosted by agriculture and capex, but momentum set to fade.
- In one line: Retail softens in April, but growth momentum is holding up.
- A record agricultural harvest fuelled Brazil’s Q1 growth, but momentum is likely to slow.
- Services and capex held up, while industrial output shrank due to restrictive monetary policy.
- The job market’s resilience complicates the COPOM’s position, but conditions will deteriorate soon enough.
