Pantheon Macroeconomics

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Latin America Publications

Below is a list of our Latin America Publications for the last 5 months. If you are looking for reports older than 5 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)

2 December 2025 LatAm Monitor Chile enters Q4 with firmer growth; political clarity will boost confidence

  • The mining rebound and resilient domestic demand lift activity in Chile; the near-term outlook is benign…
  • …Improving sentiment and rising capex point to firmer momentum heading into early 2026.
  • Political clarity and expectations of fiscal discipline under a Kast presidency reinforce investor confidence.

November 2025 - Latin America Chartbook

LATAM ECONOMY SLOWS AS DOMESTIC DEMAND SOFTENS

  • POLITICAL NOISE AND EXTERNAL UNCERTAINTY DOMINATE

1 December 2025 LatAm Monitor Inflation eases further; Copom likely to cut rates in January

  • Disinflation in Brazil is broadening across goods and services, as supply conditions remain favourable.
  • A strong BRL, cooling demand, and easing core pressures will push headline inflation lower in Q1.
  • Copom signals patience but improving data support the case for a cautious rate-cutting cycle soon.
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Keywords for: Latin America

Latin America Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,