Pantheon Macroeconomics

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Key Issues

Brazil

9 June 2021 Consumers will have to Step up to Deliver a Solid Q2 in the Eurozone

Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.

Claus Vistesen (Chief Eurozone Economist)9th Jun 2021 00:10Eurozone

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

22 Dec 2020 The Vaccine is arriving in LatAm, but the Near-Term Outlook is Grim

The pandemic is worsening in most of LatAm, triggering a new wave of localised lockdown measures and curfews in order to stop the spread

Andres Abadia (Senior International Economist)22nd Dec 2020 00:10Latin America

2 Nov 2020 The Covid Crisis in LatAm is Easing, but the Risk of a Second Wave is Real

While we were out, new Covid-19 cases continued to increase in Brazil and Colombia. The latest uptick in Mexico's cases seems to be peaking, though the data are not reliable,...

Andres Abadia (Senior International Economist)2nd Nov 2020 00:20Latin America

12 Oct 2020 Covid-induced Spike in Food Prices Pushes Up Inflation in Brazil and Chile

Inflation data for Brazil and Chile released last week surprised to the upside, but the rebound in September mainly was driven by the effect of the reopening of the economy and...

Andres Abadia (Senior International Economist)11th Oct 2020 00:20Latin America

9 Oct 2020 Brazil's Retailers have Shrugged off the Corona Hit, but Threats Remain

Brazil's retail sector has shrugged off the Covid- related shock and leading indicators suggest that activity will continue to improve over the next few months.

Andres Abadia (Senior International Economist)9th Oct 2020 00:10Latin America

18 Sept 2020 COPOM on Hold, the "Likely End of a Long" Monetary Easing Cycle

Recent economic activity, labour market and inflation data all have surprised Brazilian policymakers' expectations, to the upside.

Andres Abadia (Senior International Economist)18th Sep 2020 00:10Latin America

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