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
- In one line: Mexico’s growth holding up in Q2, but headwinds are mounting.
- Most regional currencies have rallied on still-attractive carry and resilient terms-of-trade.
- Trade tensions with the US are reigniting inflation worries and complicating monetary policy decisions.
- Central banks face narrowing scope for cuts, as political risk and global uncertainty intensify.
- In one line: Recovery stalls as financial headwinds mount.
- In one line: Industrial sector stabilises, but outlook remains weak.
- Disinflation resumes in Mexico, but core pressures linger, led by services.
- External weakness weighs on manufacturing, but interest rate cuts offer relief.
- Construction rebounds, but trade tensions and weak US demand are a drag on industrial recovery.
- In one line: Cooling inflation meets new headwinds.
- In one line: Core pressures lingering, but disinflation resumes.
- In one line: Sales extend their slide as headwinds mount.
- In one line: Inflation falls again; BCCh likely to cut rates.
- Durable and capital goods output fell sharply in Brazil, highlighting weakness in domestic demand.
- Business sentiment and PMIs deteriorated further in June, indicating weaker output in coming quarters.
- Stable inflation and anchored expectations give BCRP room to stay neutral amid external volatility.
- In one line: Manufacturing slumps as mining props up output.
- In one line: Growth holding up, but momentum set to slow in H2.
INCREASED GEOPOLITICAL RISK…
- …FORCING SOME CENTRAL BANKS TO MOVE TO THE SIDELINES
- In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.
- Banxico cut, but one dissenting vote signals caution as inflation expectations drift further from the target.
- Forward guidance was softer; the Board dropped the reference to steady cuts, indicating a possible pause.
- Weak domestic demand supports disinflation; real rates remain well above neutral.
- In one line: Inflation eases slightly, but risks persist.
- In one line: Benign inflation print supports a cautious Banxico rate cut.
- In one line: Solid start to Q2, but consumption faces headwinds.
- The COPOM defied consensus, raising the Selic to 15.00%, and signalled a hawkish extended pause.
- Persistent inflation and deanchored expectations are keeping Brazil’s policy tight despite activity slowing.
- Chile’s BCCh paused again; easing will depend on data amid resilient growth and global headwinds.
- In one line: COPOM surprises with a 25bp hike but signals a pause.
