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.

Inventories Growth

4 Aug 2021 Manufacturing in Brazil Struggled in Q2, but Conditions will Improve Soon

Brazilian industrial production ended Q2 on a soft footing, but leading indicators point to a decent H2. That said, supply-side constraints and rising prices remain a big...

Andres Abadia (Senior International Economist)Latin America

3 Aug 2021 BanRep Keeps Rates on Hold, but it will Hike Soon, as Inflation Bites

Colombia's central bank kept the main rate on hold, but the split Board introduced a clear hawkish tone. Inflation is rising rapidly, and prospects remain grim; BanRep will...

Andres Abadia (Senior International Economist)Latin America

2 Aug 2021 Mexico's Recovery Continues, as Spending on Services Ramps Up

Mexico's economy gathered speed in Q2, thanks to solid services activity and despite one-off shocks. Manufacturing activity has stalled, due to global supply issues, but...

Andres Abadia (Senior International Economist)Latin America

26 July 2021 Inflation in Brazil Started Q3 Badly; Electricity Tariffs Remain a Problem

Inflation in Brazil started Q3 badly, due mainly to higher electricity tariffs as weather conditions bite. Mexico's retail sector remains resilient, thanks to the reopening of...

Andres Abadia (Senior International Economist)Latin America

23 July 2021 Mexico's CPI Inflation is Likely to Remain Stubbornly High in H2

As we move on into the second half of the year, the Mexican economy looks poised for a sustained recovery, provided both private consumption and external demand momentum is...

Andres Abadia (Senior International Economist)Latin America

21 July 2021 Inflation Pressures are Easing in Argentina, but the Outlook is Grim

Argentina's inflation pressures continue to ease on a sequential basis, improving the ruling party's chances of performing well in the mid-term elections, slated for November.

Andres Abadia (Senior International Economist)Latin America

20 July 2021 Peru's Economic Activity on its Way to Pre-crisis Levels After a Poor Q1

Peru's economic recovery resumed in May, following a poor performance in the three previous months, due to the worsening of the pandemic, and increased political/ policy risk.

Andres Abadia (Senior International Economist)Latin America

16 July 2021 Chile's Central Bank Joins the Monetary Tightening

Chile's central bank has joined the bandwagon of monetary policy normalisation that started in the region with Brazil and Brigade has expanded, more recently, to Banxico. 

Andres Abadia (Senior International Economist)Latin America

14 July 2021 Rising Commodity Prices are Helping LatAm's Economic Upturn

Continued improving global growth and its impact on the goods sector are particularly beneficial in LatAm, where the rapid recovery of commodity prices poses added upside risks...

Andres Abadia (Senior International Economist)Latin America

13 July 2021 Supply Issues are Hurting Mexico's Manufacturing Sector

We are expecting a 0.6% quarter-on-quarter rise in Mexican industrial output in Q2, slightly below our previous forecast, 0.8%, in the wake of May's report.

Andres Abadia (Senior International Economist)Latin America

12 July 2021 Will Brazil's Private Consumption Recovery Continue in H2?

May's official retail sales figures in Brazil have supported renewed optimism on the outlook for the sector, following a downtrend in Q1.

Andres Abadia (Senior International Economist)Latin America

6 July 2021 Brazil's Industrial Recovery Resumed in May, and the Outlook is Benign

razil's industrial sector gathered momentum in mid-Q2, following a downtrend in the previous three months, when the sector was struggling with the worsening of the pandemic, and...

Andres Abadia (Senior International Economist)Latin America

5 July 2021 Colombia's Investment Grade Days are Over; Chile's Recovery is on Track

Colombia lost its coveted investment-grade rating on Thursday, after Fitch became the second agency to downgrade the country's debt to junk status, citing concerns about the...

Andres Abadia (Senior International Economist)Latin America

2 July 2021 Argentina's Recovery is Stalling, and the Second Half Looks Tough

Argentina's April economic activity report unsurprisingly showed that activity remained greatly depressed by lockdown rules--restrictions have been tightened significantly since...

Andres Abadia (Senior International Economist)Latin America

29 June 2021 Improving External Account Picture thanks to Better Global Growth

External accounts in LatAm likely will continue to improve over the next few months, thanks to the global economic recovery. 

Andres Abadia (Senior International Economist)Latin America

28 June 2021 Brazil's Inflation Jumps Above 8%, but the Downshift will Resume Soon

In Brazil, bad inflation news was the main economic highlight last week. The data confirm that the central bank will continue to hike interest rates, by at least 75bp, at its...

Andres Abadia (Senior International Economist)Latin America

22 June 2021 Colombian Authorities Trying Hard to Anchor Fiscal Credibility

Colombia's government last week release its annual medium-term fiscal plan--Marco Fiscal de Mediano Plazo, or MFMP--which provides a detailed look at the performance of the...

Andres Abadia (Senior International Economist)Latin America

18 June 2021 The COPOM has Laid the Ground for Policy Neutrality Later this Year

Brazil's COPOM made it clear on Wednesday that it will be raising the Selic rate to the neutral level in the near term. 

Andres Abadia (Senior International Economist)Latin America

16 June 2021 Andean Economies Struggled in Early Q2 Amid Domestic Headwinds

Andean economies have been struggling recently, owing to the worsening of the pandemic, rising political risk, and social unrest.

Andres Abadia (Senior International Economist)Latin America

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