Latin America Publications
Below is a list of our Latin America Publications for the last 6 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.
Weekly Monitor Andrés Abadía (Chief LatAm Economist)
- LatAm central banks pushed back on aggressive rate-cut expectations, despite the Fed’s policy shift.
- Banxico doubled down on its cautious approach, but we still think that rate cuts will come soon.
- Peru’s BCRP also embraced prudence, but bolder action will be possible in Q1, El Niño permitting.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s November inflation numbers support the case for bolder rate cuts during Q1, fiscal issues permitting.
- Headline inflation is declining faster than expected in Colombia, but the core remains sticky, for now.
- The headline inflation fall is good enough to trigger action by BanRep next week.
Andrés Abadía (Chief LatAm Economist)Latin America
- Inflation overshot expectations in Chile; food prices and tourist packages did the most damage.
- Underlying pressures remain under control, and the sluggish economic recovery will put a lid on inflation.
- BCCh will cut by 75bp next week, as price pressures are subdued, despite the ugly inflation headlines.
Andrés Abadía (Chief LatAm Economist)Latin America
- Chile’s sub-par economic recovery continued in October, with the non-mining sector a key driver.
- The near-term outlook is benign, but indicators point to difficult times for capex further out.
- Peru’s disinflation gathered speed in November, opening the door to bolder rate cuts this month.
Andrés Abadía (Chief LatAm Economist)Latin America
