Pantheon Macroeconomics

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Latin America Publications

Below is a full list of our Latin America Publications.

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18 Dec 2020 Banxico Misses Another Chance, will Argentina's Woes Continue

Mexican policymakers voted by three to two to keep the main rate on hold at 4.25%, its lowest level since early 2006, despite falling inflation, better external conditions, the...

Andres Abadia (Senior International Economist)18th Dec 2020 00:10Latin America

16 Dec 2020 Colombia Ends the Year Solidly, but Downside Risks for Q1 Emerge

Incoming activity data from Colombia over the past quarter have been relatively strong, as economic activity resumes in key regions badly affected by the pandemic.

Andres Abadia (Senior International Economist)15th Dec 2020 22:30Latin America

14 Dec 2020 Conditions are Settling into Place for Banxico to Cut Rates Soon

Data released last week strengthened the case for interest rate cuts in Mexico in the very near term. Our base case is that Banxico will cut by 25bp to 4.0% on Thursday, by a slim...

Andres Abadia (Senior International Economist)14th Dec 2020 00:20Latin America

9 Dec 2020 Rising Food Prices are Clouding Brazil's Near-Term Inflation Outlook

Yesterday's inflation report for Brazil confirmed that headline inflation remains relatively stable, on an historic context, but Covid-induced spikes in some components...

Andres Abadia (Senior International Economist)9th Dec 2020 00:10Latin America

7 Dec 2020 Colombia's External Accounts Temporarily Improved in Q3

The Corona shock has created significant volatility in Colombia's external accounts, which have improved substantially in Q3, but due to the wrong reasons.

Andres Abadia (Senior International Economist)7th Dec 2020 00:20Latin America

1 Dec 2020 Robust Current Account Balances in Brazil and Mexico, Thanks to Covid

The Covid-related shock has been behind substantial improvements in the current accounts of Brazil and Mexico this year.

Andres Abadia (Senior International Economist)1st Dec 2020 00:20Latin America

13 Nov 2020 Banxico Hold Rates, but it Hasn't Closed the Door to Further Easing

Mexican policymakers voted yesterday by four to one to keep the main rate at 4.25%, surprising the consensus forecast for a 25bp rate cut.

Andres Abadia (Senior International Economist)13th Nov 2020 00:10Latin America

21 Oct 2020 Colombia's Recovery will Gather Steam, but Downside Risks Remain

Data released on Monday confirmed that the Colombian economy slowed in August, following a solid rebound since mid Q2.

Andres Abadia (Senior International Economist)21st Oct 2020 00:10Latin America

20 Oct 2020 Peru'sEconomicRecoveryContinues, the Outlook is Improving

Peru has been one of the most badly-hit LatAm countries, with Covid crushing economic activity.

Andres Abadia (Senior International Economist)20th Oct 2020 00:20Latin America

19 Oct 2020 Colombia's Upturn Disappointed in August, but Q4 will be Slightly Better

Evidence of weakening momentum in the economic recovery in Colombia was seen last week, alongside its regional peers and some DM economies. Low inflation, low interest rates, and...

Andres Abadia (Senior International Economist)19th Oct 2020 00:20Latin America

12 Oct 2020 Covid-induced Spike in Food Prices Pushes Up Inflation in Brazil and Chile

Inflation data for Brazil and Chile released last week surprised to the upside, but the rebound in September mainly was driven by the effect of the reopening of the economy and...

Andres Abadia (Senior International Economist)11th Oct 2020 00:20Latin America

9 Oct 2020 Brazil's Retailers have Shrugged off the Corona Hit, but Threats Remain

Brazil's retail sector has shrugged off the Covid- related shock and leading indicators suggest that activity will continue to improve over the next few months.

Andres Abadia (Senior International Economist)9th Oct 2020 00:10Latin America

28 Sept 2020 COPOM's Minutes and the Inflation Report Point to Rates on Hold

Recent economic data in Brazil, along with recent messages from the BCB, have supported our view that interest rates will remain on hold for the foreseeable future.

Andres Abadia (Senior International Economist)28th Sep 2020 00:20Latin America

25 Sept 2020 Banxico will Continue to Ease, the Recession will Push Inflation Down

Mexican policymakers yesterday voted unanimously to cut the policy rate by 25bp to 4.25%, slowing the pace from 50bp at the previous five meetings.

Andres Abadia (Senior International Economist)25th Sep 2020 00:10Latin America

23 Sept 2020 Banxico's Easing Cycle Likely will Begin to Slow Down Tomorrow

Banxico's board will meet tomorrow and we expect a 25bp rate cut to 4.25%, in line with the consensus.

Andres Abadia (Senior International Economist)23rd Sep 2020 00:10Latin America

11 Sept 2020 Brazil's Retail Sector Started Q3 Solidly, will the Uptrend Continue

Data released in recent days have confirmed that private spending is on the mend in the biggest LatAm economies.

Andres Abadia (Senior International Economist)11th Sep 2020 00:10Latin America

8 Sept 2020 Colombia's Inflation Will Remain Low in Q4 due to Weak Demand

CPI data in Colombia released on Saturday confirmed that inflation is well under control, due to plunging domestic demand on the back of Covid, and despite the lagged effect of...

Andres Abadia (Senior International Economist)8th Sep 2020 00:20Latin America

2 Sep 2020 Brazil's Q2 GDP Plunges, but Q3 Numbers will Be Strong-Looking

The Brazilian economy fell into recession over the first half of the year due to the severity of the Covid shock on domestic demand.

Andres Abadia (Senior International Economist)2nd Sep 2020 00:10Latin America

26 Aug 2020 Inflation and External Accounts Remain Under Control in Brazil

Inflation pressures in Brazil are well under control, with the August mid-month reading falling more than expected, allowing the BCB to cut interest rates in the near term if...

Andres Abadia (Senior International Economist)25th Aug 2020 22:20Latin America

7 Aug 2020 Brazil Likely will Keep Rates on Hold, as Long as the Economy Recovers

The Brazilian Central Bank's policy board-- COPOM--met expectations on Wednesday, voting unanimously to cut the Selic rate by 25bp to 2.00%.

Andres Abadia (Senior International Economist)7th Aug 2020 00:10Latin America

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