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.
Weekly Monitor
- Mexico’s economy did well in Q3 due chiefly to stronger services, but the good news won’t last.
- Growth momentum is easing; higher borrowing costs are triggering a slowdown in consumption.
- Interest rate cuts are coming, as the minutes of the last meeting suggest, but in Q4?
Andrés Abadía (Chief LatAm Economist)Latin America
- Colombia’s economy dodged a technical recession in Q3, but growth prospects remain gloomy.
- Elevated political uncertainty and stiflingly high interest rates continue to drag down investment.
- Conditions likely will improve in Q1, as BanRep starts to ease rates, but Petro’s policy will remain a threat.
Andrés Abadía (Chief LatAm Economist)Latin America
- Banxico kept interest rates on hold, as widely expected, but started to lay the ground for rate cuts.
- Falling inflation and a dovish Fed have the potential to open the door to rate cuts as early as next month.
- Inflation continues to fall, and we are confident that underlying pressures will remain subdued.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil’s COPOM cut the Selic rate by 50bp, and will keep this pace, as global risks are now a threat.
- A faster easing cycle is needed as the economy struggles and inflation remains in check.
- COPOM will be more dovish in Q1, potentially allowing bigger cuts, assuming the fiscal situation is benign.
Andrés Abadía (Chief LatAm Economist)Latin America
