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.
Chartbook Datanotes Weekly Monitor Andrés Abadía (Chief LatAm Economist)
- In one line: COPOM surprises with a 25bp hike but signals a pause.
- A stronger BRL and improved food supply helped ease headline inflation pressures in Brazil in May.
- Services and regulated prices continue to drive core inflation above the BCB’s 3% target.
- The BCB will hold rates, but fiscal risk and global uncertainty threaten to derail the recent price stability.
- In one line: Disinflation remains on track.
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
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.
