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.
Andrés Abadía (Chief LatAm Economist)
- Brazil’s economy performed strongly in Q3, despite the hit from elevated real interest rates.
- Solid private consumption and resilient capex offset the drag from less supportive external conditions.
- The outlook is deteriorating, as higher rates—due to fiscal noise—start to stifle economic activity.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Solid, but high interest rates will be a drag.
Andrés Abadía (Chief LatAm Economist)Latin America
- Mexico’s outlook for the coming quarters has deteriorated, but H2 2025 shows promise.
- US tariffs may disrupt supply chains and harm both nations, but pragmatism likely will prevail.
- Fiscal consolidation strategies seek to stabilise the economy amid rising inflation and external threats.
Andrés Abadía (Chief LatAm Economist)Latin America
LATAM ECONOMIES FACE UNCERTAIN PATH UNDER TRUMP 2.0…
- …AMPLIFYING INFLATION RISKS AND ECONOMIC PRESSURES
Andrés Abadía (Chief LatAm Economist)Latin America
- Peru’s economy is thriving thanks to low inflation and interest rate cuts, despite external challenges.
- The near-term outlook remains positive, yet risks loom from Donald Trump’s potential policies.
- The Chancay mega-port positions Peru as a key player in global trade but introduces significant risk.
Andrés Abadía (Chief LatAm Economist)Latin America
