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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.

Brazil

14 Nov 2022 LatAm Monitor Inflation Continues to Fall in Brazil, but Fiscal Fears are Rising

  • The market is watching for signs of policy orthodoxy in Brazil as a new economic team is appointed.
  • Inflation continues to fall rapidly, thanks chiefly to the lagged effect of tax cuts; will the downtrend continue?
  • Retail sales firmed at the end of Q3, thanks mainly to falling inflation and a resilient job market.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Inflation IPCA, Brazil, October, 2022

  • In one line: Disinflation continues, despite the overshoot to consensus.

Andres Abadia (Senior International Economist)Latin America

10 Nov 2022 LatAm Monitor The Global Slowdown Will Bite

  • Brazil — Political noise eases, for now
  • Colombia — Edging higher, despite Mr. Petro
  • Peru — Brushing off political turmoil

Andres Abadia (Senior International Economist)Latin America

28 Oct 2022 LatAm Monitor Brazil's COPOM Keeps a Cautious Tone Ahead of the Presidential Vote

  • Brazil’s COPOM kept rates on hold and maintained a cautious approach, dispelling expectations for cuts.
  • We think the easing cycle will come in Q2, but many risks abound, particularly after Sunday’s vote.
  • BanRep likely will hike rates boldly today, aiming to ease the hit from Mr. Petro’s erratic rhetoric.

Andres Abadia (Senior International Economist)Latin America

26 Oct 2022 LatAm Monitor Brazil's Inflation Extends Downtrend, Mexico's Economy is Holding Up

  • Inflation in Brazil continued to fall rapidly in early Q4, but the COPOM won’t have it easy anytime soon.
  • Mexico’s economic activity rebounded sharply in August, but this is in stark contrast to sectoral data.
  • Growth momentum will slow soon, as fundamentals have deteriorated consistently in recent months.

Andres Abadia (Senior International Economist)Latin America

20 Oct 2022 LatAm Monitor Political Risk Continues to Drag Sentiment

  • Brazil — No clear winner from Sunday’s TV debate
  • Mexico — The energy sector dispute intensifies
  • Colombia — Mr. Petro’s remarks drive uncertainty

Andres Abadia (Senior International Economist)Latin America

18 Oct 2022 LatAm Monitor Brazil's Economic Recovery Stalled in August, but Q4 will be Better

  • Economic growth in Brazil undershot expectations in August, due mainly to tight financial conditions.
  • Downside risks to growth have gathered, but we expect the economy to remain resilient in Q4.
  • Argentina’s inflation nightmare continues; high indexation and inertia mean more trouble ahead.

Andres Abadia (Senior International Economist)Latin America

12 Oct 2022 LatAm Monitor Inflation Continues to Fall Rapidly in Brazil

  • Inflation in Brazil continued to fall rapidly in September, thanks to the lagged effect of tax cuts.
  • Softening domestic demand and tighter financial conditions are also helping to bring inflation down.
  • This is bringing comfort to policymakers, but high fiscal uncertainty will limit the room for manoeuvre.

Andres Abadia (Senior International Economist)Latin America

6 Oct 2022 LatAm Monitor

  • Mexican Peso - Resilient, thanks to high rates
  • Colombian Peso - Hurt by a less hawkish BanRep
  • Brazilian Real - is an orthodox wave coming?

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Industrial Production, Brazil, August, 2022

  • In one line: Weak, but manufacturing should be resilient over H2 as a whole.

Andres Abadia (Senior International Economist)Latin America

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