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.
- Brazil — Bolsonaro probe deepens, fiscal risks rise
- Mexico — Judicial reform starting to backfire
- Colombia — Violence, reform and fiscal crisis
- Sticky core inflation and electricity-price risks will likely keep BCCh cautious, despite progress on disinflation.
- Gradual CLP appreciation and subdued domestic demand will allow further rate cuts in Q3.
- Colombia’s MTFF signals rising risks amid political urgency; fiscal relief today, higher debt tomorrow.
- Sticky services and volatile food prices cloud Banxico’s outlook, despite weaker domestic demand.
- Disinflation will resume soon, allowing Banxico to proceed with gradual rate cuts.
- Brazil’s economic growth is slowing in Q2, as agriculture normalises and tight financial conditions bite.
- In one line: Disinflation remains on track.
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
TRADE TRUCE BRINGS LATAM MODEST GAINS…
- …BUT DOMESTIC FRAGILITIES UNDERMINE GROWTH PROSPECTS
- In one line: Boosted by agriculture and capex, but momentum set to fade.
- In one line: Retail softens in April, but growth momentum is holding up.
- A record agricultural harvest fuelled Brazil’s Q1 growth, but momentum is likely to slow.
- Services and capex held up, while industrial output shrank due to restrictive monetary policy.
- The job market’s resilience complicates the COPOM’s position, but conditions will deteriorate soon enough.
