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)

4 February 2025 LatAm Monitor Temporary trade-war pause signals Mexico and US will collaborate

Presidents Sheinbaum and Trump agreed to pause tariffs, focusing on border-security cooperation.
BanRep held interest rates at 9.5%, surprising the consensus, citing inflation and Petro-Trump tensions.
Increasing inflation expectations and high labour costs are further threats, but BanRep will cut again.

Andrés Abadía (Chief LatAm Economist)Latin America

Global Datanote: BanRep Announcement, Colombia, January, 2025

In one line: On hold, as uncertainty has increased substantially.

Andrés Abadía (Chief LatAm Economist)Global

PM Datanote: BanRep Announcement, Colombia, January, 2025

In one line: On hold, as uncertainty has increased substantially.

Andrés Abadía (Chief LatAm Economist)Latin America

PM Datanote: Sectoral activity, and Unemployment, Chile, December, 2025

In one line: A solid end to the year, explaining the cautious tone of the BCCh.

Andrés Abadía (Chief LatAm Economist)Latin America

3 February 2025 LatAm Monitor US trade threats cast shadow over Mexico's 2025 economic outlook

Mexico’s economic fragility is exposed as US trade policy pushes activity to the verge of recession.
Banxico will have to balance slowing growth, potential US tariffs and the MXN’s performance.
Chile’s landmark pension reform strengthens social security and dismantles systemic uncertainty.

Andrés Abadía (Chief LatAm Economist)Latin America