Pantheon Macroeconomics

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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

PM Datanote: Industrial Production, Brazil, March, 2026

  • In one line: Industrial activity continues to recover, but momentum remains fragile.

PM Datanote: CPI, Mexico, April, 2026

  • In one line: Core inflation remains sticky, keeping Banxico cautious.

PM Datanote: Economic activity index, Chile, March, 2026

  • In one line: Activity is stabilizing at the margin, but the industrial sector remains a clear drag.

April 2026 - Latin America Chartbook

OIL SHOCK FEEDS INTO INFLATION, DELAYING EASING CYCLES

  • DISINFLATION STALLS, CENTRAL BANKS TURN MORE CAUTIOUS

PM Datanote: Advance GDP, Mexico, Q1, 2026

  • In one line: Activity contracted sharply in Q1, and the outlook is difficult.

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

  • In one line: The oil shock is now feeding through more forcefully into headline inflation.

PM Datanote: Retail Sales, Brazil, February, 2026

  • In one line: A modest rebound, but underlying demand remains weak.

March 2025 - Latin America Chartbook

IRAN-WAR SHOCK COMPLICATES LATAM EASING CYCLE

  • OIL-DRIVEN INFLATION DELAYS POLICY NORMALISATION

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

  • In one line: Disinflation remains intact, but the oil shock has materially increased upside risk.

PM Datanote: BCCh Rate Decision, Chile, March, 2026

  • In one line: Rates on hold, policy turns cautious after Middle East oil shock.

PM Datanote: Bi-weekly CPI and Economic activity index, Mexico, March/January, 2026

  • In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.

PM Datanote: CPI, Mexico, February, 2026

  • In one line: Core pressures pushed inflation up slightly and the outlook is worsening.

PM Datanote: Inflation, Chile, February, 2026

  • In one line: Inflation surprised to the downside, reinforcing Chile’s disinflation trend.

PM Datanote: Industrial Production, Brazil, January, 2026

  • In one line: Output rebounded in January, but the broader industrial trend remains fragile.
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Keywords for: Latin America

Latin America Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,