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.

January

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 near-term threat for manufacturers.

Mexico’s PMI remained resilient in July, but a modest downtrend likely will emerge in Q3.

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 conditions likely will stabilise soon.

Further good news from Chile's retail sector and manufacturing ended Q2 on a solid footing.

Andres Abadia (Senior International Economist)Latin America

22 July 2021 Political Risk Improves in the Andes

Chile — Political risk improves further

Peru — Castillo finally declared president-elect

Colombia — Duque presents a social-driven fiscal bill

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

26 May 2021 Brazil's Inflation in May Undershot Expectations, but Threats Remain

In a relatively light week in terms of economic indicators in Brazil, the inflation numbers garnered all the attention. 

Andres Abadia (Senior International Economist)Latin America

18 May 2021 Colombia's Recovery Continued in Q1, but the Near Term is Grim

Data released on Friday confirmed that the Colombian economy was more resilient than expected in the face of the third Covid wave, which triggered localised restrictions and curfews. 

Andres Abadia (Senior International Economist)Latin America

14 May 2021 Banxico on Hold as Inflation Rebounds, and the MXN is a Risk

Banxico voted unanimously to keep the main rate on hold at 4.0% for a second straight meeting. 

Andres Abadia (Senior International Economist)Latin America

4 May 2021 Mexico's Q1 GDP Surprised to the Upside, Despite Headwinds

Friday’s first estimate of Q1 GDP in Mexico confirmed that growth was resilient at the start of the year.

Andres Abadia (Senior International Economist)Latin America

25 Mar 2021 THE LATIN AMERICA POLITICAL UPDATE

General elections are slated for 2022, so political volatility will remain “relatively low” over the next few quarters.

Andres Abadia (Senior International Economist)Latin America

23 Mar 2021 LatAm's Covid Crisis is Stabilising, Chaos Persists in Some Countries

Recent data for February and early March signal that LatAm economies appear to have started the year better-than-expected, despite the worsening pandemic.

Andres Abadia (Senior International Economist)Latin America

22 Mar 2021 Colombia's Weaker Activity Data are Temporary; Expect a Rebound Soon

Colombia's economy started the year on a weak note, with the ISE index, a monthly proxy to GDP, falling 4.6% year-over-year, down from -2.5% in December and +3.6% in Q4.

Andres Abadia (Senior International Economist)Latin America

17 Mar 2021 A Bad Start to Q1 for the Andean Economies, due to Virus Restrictions

Colombia's economy started the year on a weak footing, due to the renewed lockdown measures, but the hit has been less severe this time, and leading indicators suggest that the recovery will gather speed in Q2.

Andres Abadia (Senior International Economist)Latin America

16 Mar 2021 Rates Set to Rise in Brazil, Argentina's Inflation Remains High

The prospect of a bold start to the tightening cycle this week in Brazil strengthened significantly yesterday,

Andres Abadia (Senior International Economist)Latin America

15 Mar 2021 Brazil's Retail Sales Slow Sharply on the Back of Stimulus Withdrawal

The January retail sales report in Brazil, released on Friday, confirmed the slowdown of private consumption on the back of the end of fiscal aid to households. Sales volumes fell 0.2% month-to-month in January, below the consensus, -0.1%. 

Andres Abadia (Senior International Economist)Latin America

LatAm Datanote: Industrial Production, Mexico, January 2021

In one line: Headlines hurt by unfavourable base effects; the recovery continues.

Andres Abadia (Senior International Economist)Latin America

LatAm Datanote: Retail Sales, Brazil, January 2021

In one line: A bad start to the year, due to Covid and the end of the fiscal aid.

Andres Abadia (Senior International Economist)Latin America

8 Mar 2021. Brazil's Industrial Sector Recovery will Continue, Following a Q1 Pause

Brazil's industrial sector was off to a good start in Q1, but momentum is clearly fading, due to the end
of emergency aid to households and the worsening of the pandemic. 

Andres Abadia (Senior International Economist)Latin America

3 Mar 2021 Business Surveys Point to Improving Manufacturing Activity in Q2

Brazil’s manufacturing PMI rose to 58.4 in February, from a seven-month low of 56.5 in January, when activity was hit by the worst of the second Covid wave.

Andres Abadia (Senior International Economist)Latin America

2 Mar 2021 Chile, LatAm's Rising Star, Continued to Recover in January Despite Covid

Data released in recent days have confirmed thatChile's economic recovery continued at the start of the year, despite the worsening of the pandemic and the fading boost from temporary factors.

Andres Abadia (Senior International Economist)Latin America

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