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.
- In one line: Under control, but core pressures are increasing.
Andrés Abadía (Chief LatAm Economist)Latin America
- The modest monthly ICPA-15 gain masks underlying inflation pressures in Brazil.
- External noise and fiscal uncertainty complicate Brazil’s inflation outlook and policy decisions.
- Mexico’s economy slowed in Q4, as policy uncertainty, high real rates and global risks persist.
Andrés Abadía (Chief LatAm Economist)Latin America
- Disinflation in Mexico is full on track, prompting Banxico to consider accelerated rate cuts ahead.
- Core inflation pressures linger beneath weak domestic demand and subdued commodity prices.
- Colombia’s economic recovery wavers amid political noise, violence and sluggish Q4 GDP performance.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Fiscal reform, and Lula’s diplomatic efforts
- Mexico — Troubles due to Mr. Trump’s re-election
- Chile — General election approaching
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Under strain, due to still-tight financial conditions.
Andrés Abadía (Chief LatAm Economist)Latin America
- Retail sales plummet as Banxico signals potential bold rate cuts to ease the pain on economic activity.
- Ms. Sheinbaum’s early presidency has been marked by complex reforms and a difficult political picture.
- Mr. Milei’s economic wins: a soaring trade surplus, impressive fiscal surplus, and plummeting inflation.
Andrés Abadía (Chief LatAm Economist)Latin America
- Weak capex and declining private consumption raise alarms for Mexico’s near-term economic outlook.
- Potential tariff threats and trade negotiations could complicate economic ties between US and Mexico.
- Ongoing reforms and budget deficits will hinder Mexico’s economic flexibility and growth prospects.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A modest gain, in contrast to sectoral data.
Andrés Abadía (Chief LatAm Economist)Latin America
- Tighter financial conditions are starting to limit economic activity in Brazil, as the IBC-BR index notes.
- We think conditions will deteriorate in the short run; this is corroborated by recent survey data.
- Peru’s recovery is continuing; it will be the top performer in LatAm in 2025, despite political issues.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Fiscal issues to remain a drag
- Mexico — A cautiously optimistic outlook
- Colombia — Monetary policy easing will be a support
Andrés Abadía (Chief LatAm Economist)Latin America
