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.

3 September 2025 LatAm Monitor Brazil's growth slows sharply; Peru's disinflation will allow more rate cuts

  • Brazil’s Q2 GDP growth slowed sharply, as temporary supports fade and monetary tightening bites.
  • Household consumption and services showed resilience, but capex saw renewed weakness.
  • Peru’s inflation is firmly anchored, giving BCRP flexibility to balance demand and external uncertainty.
Andrés Abadía (Chief LatAm Economist)Latin America

2 September 2025 LatAm Monitor Brazil's growth slows as disinflation advances amid tariffs and fiscal noise

  • Inflation in Brazil eased to 5.0% in August, helped by falling food prices and stronger BRL support.
  • GDP growth slowed sharply in Q2, as earlier momentum in agriculture, industry and services faded.
  • US tariffs and widening external deficits remain risks, keeping the COPOM cautious and Selic rate at 15%.
Andrés Abadía (Chief LatAm Economist)Latin America

August 2025 - Latin America Chartbook

LATAM GROWTH DIVERGES AS DOMESTIC DEMAND SOFTENS

  • POLICY EASING BEGINS UNEVENLY AS POLITICAL RISK RISES INTO 2026
Andrés Abadía (Chief LatAm Economist)Latin America
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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,