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.
Peru
- In one line: On hold and on the sidelines in the near term, due to high uncertainty.
Andres Abadia (Senior International Economist)Latin America
- In one line: The fight against high inflation is probably over, rate cuts likely will come soon.
Andres Abadia (Senior International Economist)Latin America
- In one line: No signs of a pivot despite falling inflation and inflation expectations.
Andres Abadia (Senior International Economist)Latin America
- 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
- The prospect of early elections in Peru is greater by the minute, as unrest is failing to subside.
- Economic activity started Q4 on a soft footing, and the recent political mess will add insult to injury in H1.
- CPI inflation in Argentina undershot expectation by far in November, but it is too early to claim victory.
Andres Abadia (Senior International Economist)Latin America
- In one line: Castillo is ousted; economic activity likely will improve, but uncertainty will persist.
Andres Abadia (Senior International Economist)Latin America
- Brazil — Political noise eases, for now
- Colombia — Edging higher, despite Mr. Petro
- Peru — Brushing off political turmoil
Andres Abadia (Senior International Economist)Latin America
- Inflation in Chile is heading south, thanks to falling commodity prices and tighter financial conditions.
- Easing pressures in the pipeline suggest that inflation will continue to edge down over the coming months.
- Peru’s inflation is falling too, which likely will allow policymakers to move to the sidelines this week.
Andres Abadia (Senior International Economist)Latin America
- Economic activity in Colombia and Peru remained relatively resilient in August, despite an array of drags.
- The outlook is challenging, though, as the squeeze on real disposable income drains growth momentum.
- The hit of higher borrowing costs for households and corporates on their spending will also hurt.
Andres Abadia (Senior International Economist)Latin America
- In one line: Pause signalled; further tightening requires stubbornly high inflation.
Andres Abadia (Senior International Economist)Latin America
- Brazil — Lula’s lead over Bolsonaro holds
- Chile — What is next for the constitutional process?
- Peru — The new Finance Minister is taking action
Andres Abadia (Senior International Economist)Latin America
- Colombia’s economy started Q3 on a weak footing, as high inflation weighs on consumers’ spending.
- Peru’s economic recovery stalled in July and leading indicators point to further weakness in the near term.
- Weakening growth momentum will force central banks to stop hiking rates, assuming inflation cedes.
Andres Abadia (Senior International Economist)Latin America
- Brazil — Hit by political noise and commodity prices
- Colombia — Orthodoxy is not enough to ease the pain
- Chile — Political questions not abating
Andres Abadia (Senior International Economist)Latin America
- Inflation in Mexico likely hit a new multi-decade high in August, but likely conditions will improve soon.
- Inflation pressures in Peru are finally easing; the end of the BRCP’s tightening cycle is around the corner.
- Core inflation remains subdued, and a weakening domestic demand will help to push it lower in Q4.
Andres Abadia (Senior International Economist)Latin America
