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.
Andres Abadia (Senior International Economist)
- Peru’s GDP rebounded in August, thanks mainly to strong fishing activity and resilient consumption.
- Lower interest rates and falling inflation will enable economic activity to gather speed in Q4 and Q1...
- ...But El Niño is a big threat, along with choppy external conditions, potentially hitting key sectors.
Andres Abadia (Senior International Economist)Latin America
- Inflation in Argentina is close to 150% year-over-year in the final stretch of the electoral campaign.
- The collapse of the ARS, increased political risk, and the fiscal and monetary chaos point to difficult times.
- Whoever wins—we think it will be Milei—will have the tough task of getting the economy back on track.
Andres Abadia (Senior International Economist)Latin America
- Banxico’s Board has become more cautious about when to start the normalization cycle.
- We still see a small chance of a rate cut in December, but recent global events are a constraint.
- The industrial report highlights that not all is rosy in the Mexican economy; manufacturing is struggling.
Andres Abadia (Senior International Economist)Latin America
