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.

Brazil

PM Datanote: Inflation IPCA-15, Brazil, March, 2023

  • In one line: Inflation continues to fall, despite increased political noise.

Andres Abadia (Senior International Economist)Latin America

Inflation IPCA, Brazil, February, 2023

  • In one line: Disinflation underway, despite increased fiscal risks.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: GDP, Fourth Quarter, Brazil, 2022

  • In one line: A poor end to 2022, but the economy likely will dodge a recession.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Inflation IPCA-15, Brazil, February

  • In one line: Disinflation continues, but Lula-driven policy noise remains a threat.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Economic activity index, Brazil, December, 2022

  • In one line: Improving services activity save the day, but conditions remain challenging for H1.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: IPCA-15, Brazil, January, 2023

  • In one line: Overshooting expectations, but conditions will remain benign in H1.

Andres Abadia (Senior International Economist)Latin America

12 Jan 2023 LatAm Monitor Resilient, Despite Increased Political Noise

  • Brazil — Political chaos will have a limited effect
  • Mexico — A solid start to the year
  • Peru — Ignoring once again another political crisis

Andres Abadia (Senior International Economist)Latin America

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

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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