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.
Emerging Asia Chartbook Datanotes Daily Monitor Andrés Abadía (Chief LatAm Economist)
- Brazil’s industry weakened in April, hit by falling domestic demand and a difficult external backdrop.
- Sectoral data show a broad-based decline, under- scoring structural strains and fading external support.
- Mexico’s first judicial election saw a low turnout, political interference and risks to independence.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
Andrés Abadía (Chief LatAm Economist)Latin America
- 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.
Andrés Abadía (Chief LatAm Economist)Latin America
TRADE TRUCE BRINGS LATAM MODEST GAINS…
- …BUT DOMESTIC FRAGILITIES UNDERMINE GROWTH PROSPECTS
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Boosted by agriculture and capex, but momentum set to fade.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Retail softens in April, but growth momentum is holding up.
Andrés Abadía (Chief LatAm Economist)Latin America
- No formal steps towards constitutional change have been taken, yet, despite Mr. Petro’s fiery rhetoric.
- Low protest turnout and legislative hurdles suggest Mr. Petro’s political project is losing momentum fast.
- Peru’s economy started 2025 strongly, supported by primary sectors and resilient domestic demand.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Inflation eases slightly, but risks persist.
Andrés Abadía (Chief LatAm Economist)Latin America
- Disinflation has resumed in Brazil, with transportation prices falling and only a modest rise in food prices.
- The strong BRL, falling commodity prices and softening demand signal continued disinflation in H2.
- The fiscal outlook is fragile, despite short-term gains, with rigid spending and political resistance to reform.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Mexico’s economy outperforms in Q1, but risks loomlarge.
Andrés Abadía (Chief LatAm Economist)Latin America
- An agricultural rebound drove headline GDP growth in Mexico in Q1, offsetting weakness elsewhere.
- Services and industrial output fell, suggesting the economy is heavily exposed to shocks.
- Persistent inflation, especially in services, complicates Banxico’s easing path amid deteriorating conditions.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Political and fiscal risks escalating
- Mexico — Stability tested by violence and reform
- Colombia — Mr. Petro’s reform agenda faces headwinds
Andrés Abadía (Chief LatAm Economist)Latin America
- Chile’s Q1 GDP beat expectations, led by services and government spending, despite a drag from mining.
- Its external accounts improved in Q1 at the headline level, despite portfolio outflows and income deficits.
- The investment outlook is brighter, given less political risk, but structural issues and uncertainty loom large.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Q1 surge driven by agriculture; broader gains show resilience.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Q1 growth solid, but momentum set to ease.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s economic activity surged in Q1, driven by agriculture and resilience in industry and services…
- …Momentum is likely to wane as tighter financial conditions and global uncertainty take hold.
- Colombia’s real GDP rose strongly in Q1, thanks to domestic demand, but structural risks persist.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Solid start to the year, but risks loom.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Retail finishes Q1 strongly, but headwinds still limit momentum.
Andrés Abadía (Chief LatAm Economist)Latin America
- Banxico delivered another unanimous 50bp cut, to 8.50%, and pointed to more easing ahead.
- Brazil’s resilient consumption masks mounting pressures from inflation and weak services…
- …Tighter financial conditions are also a drag, but retail and labour data offer cautious optimism.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Receding risk and foreign inflows
- Mexico — Rebounding, but volatility set to continue
- Chile — Boosted by tariff truce and domestic tailwinds
Andrés Abadía (Chief LatAm Economist)Latin America
