Pantheon Macroeconomics

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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.

April

PM Datanote: Retail Sales, Brazil, April, 2022

  • In one line: A solid start to Q2, but momentum is already easing in some components.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Industrial Production, and Retail Sales, Chile, April, 2022

  • In one line: A decent performance on a sequential basis, but conditions have deteriorated recently.

Andres Abadia (Senior International Economist)Latin America

13 May 2022 Banxico Hikes by Another 50bp, but Rates are Nowhere Near the Peak Yet

Banxico delivered another bold rate hike, and their tone has turned even more hawkish.

Inflation continues to head north in Brazil, due mainly to the effect of global supply shocks.

Further rate hikes will help to reduce inflation expectations, but will bring the economy to its knees.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Inflation IPCA, Brazil, April, 2022

  • In one line: Underlying pressures remain elevated, but headline inflation is peaking.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: CPI, Mexico, April, 2022

  • In one line: Slightly better-than-expected, but challenges remain.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Inflation, Chile, April, 2022

  • In one line: Terrible, and set to increase further over the next few months.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Inflation, Colombia, April

  • In one line: Inflation is rising rapidly, and conditions remain challenging.

Andres Abadia (Senior International Economist)Latin America

25 Apr 2022 Plenty of Argument for Banxico's Hawks in April's CPI Report

Inflation in Mexico started Q2 badly, due mostly to increased core pressures, and despite subsidies. 

The rise in commodity prices following Russia's attack on Ukraine has notably darkened the outlook. 

The Argentinian economy's strong start to the year will not endure; high inflation will be a key drag. 

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Bi-weekly CPI, Mexico, April

  • In one line: An ugly start to Q2; underlying pressures remain elevated.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCRP Rate Decision, Peru, April

  • In one line: Another bold rate hike, and the door for further tightening remains wide open.

Andres Abadia (Senior International Economist)Latin America

28 Mar 2022 Inflation Remains Sticky in Brazil; Mexico's Recovery will Stall Soon

  • Inflation in Brazil surprised to the upside in early March, but a downtrend will emerge soon.
  • COPOM will look through the rebound in commodity prices, and will end the tightening cycle in May.
  • Mexico's economy isn't out of the woods; risks are tilted to the downside in coming quarters.

Andres Abadia (Senior International Economist)Latin America

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Keywords for: Latin America

Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence