PM Datanote: Industrial Production, Brazil, December, 2025

• In one line: Industrial momentum weakens; outlook remains subdued.

January 2025 - Latin America Chartbook

STARTING Q1 WITH SOFT GROWTH AND SELECTIVE POLICY EASING

• DISINFLATION HELPS, BUT POLITICS DOMINATE THE OUTLOOK

PM Datanote: Advance GDP, Mexico, Q4, 2025

• In one line: Solid Q4 rebound eases recession fears.

PM Datanote: Inflation IPCA-15, Brazil, January, 2026

• In one line: Upside pressures localised; picture remains benign.

PM Datanote: Economic activity index, Mexico, November, 2025

• In one line: Activity falters in November; growth constraints persist.

PM Datanote: Mexico Retail Sales, November, 2025

• In one line: Retail sales stabilises, but risks remain.

PM Datanote: Economic activity index, Brazil, November, 2025

• In one line: Activity rebounds in November, but momentum remains weak.

PM Datanote: Retail Sales, Brazil, November, 2025

• In one line:  Retail stabilizing after prolonged weakness. 

PM Datanote: CPI, Brazil, September, 2025

• In one line: Inflation rises marginally, but disinflation remains on track.

PM Datanote: Industrial Production, Mexico, August, 2025

• In one line: Under pressure, despite modest manufacturing gains.

PM Datanote: President Boluarte impeached, Peru, Oct 2025

• In one line: President Boluarte removed; uncertainty persists but economy remains resilient.

PM Datanote: Retail Sales, Brazil, August, 2025

• In one line: Showing tentative signs of stabilisation, but tight financial conditions remain a drag.

PM Datanote: Retail Sales, Brazil, October, 2025

• In one line: Retail gains signal early stabilisation.

PM Datanote: Inflation, Brazil, November, 2025

• In one line: Inflation under control, opening the door to gradual rate cuts.

PM Datanote: Inflation, Chile, November, 2025

• In one line: Inflation stays contained, supporting a rate cut this month.

PM Datanote: GDP, Third Quarter, Brazil, 2025

• In one line: Growth almost stalls as industry steadies and agriculture rebounds.

PM Datanote: Industrial Production, Brazil, October, 2025

• In one line: Industrial recovery stalls again.

November 2025 - Latin America Chartbook

LATAM ECONOMY SLOWS AS DOMESTIC DEMAND SOFTENS

• POLITICAL NOISE AND EXTERNAL UNCERTAINTY DOMINATE

PM Datanote: GDP, Chile, Q3, 2025

• In one line: Momentum fades as mining weakens, while domestic demand holds firm.

PM Datanote: Economic activity index, Brazil, September, 2025

• In one line: Activity slips again as headwinds build.