Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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

PM Datanote: BCRP Rate Decision, Peru, 2023

  • In one line: On hold and on the sidelines in the near term, due to high uncertainty.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCRP Rate Decision, Peru, February, 2023

  • In one line: The fight against high inflation is probably over, rate cuts likely will come soon.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCRP Rate Decision, Peru, January, 2023

  • In one line: No signs of a pivot despite falling inflation and inflation expectations.

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

19 Dec 2022 LatAm Monitor Economic Activity in Peru was Faltering Even Before Political Crisis 

  • 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

PM Datanote: President Pedro Castillo ousted, Peru, 2022

  • In one line: Castillo is ousted; economic activity likely will improve, but uncertainty will persist.

Andres Abadia (Senior International Economist)Latin America

10 Nov 2022 LatAm Monitor The Global Slowdown Will Bite

  • Brazil — Political noise eases, for now
  • Colombia — Edging higher, despite Mr. Petro
  • Peru — Brushing off political turmoil

Andres Abadia (Senior International Economist)Latin America

9 Nov 2022 LatAm Monitor Inflation in Chile and Peru is Finally Falling; a Big Relief for Policymakers

  • 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

19 Oct 2022 LatAm Monitor Economic Activity in Colombia and Peru will Stall Soon, Despite Solid Q3

  • 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

PM Datanote: BCRP Rate Decision, Peru, October, 2022

  • In one line: Pause signalled; further tightening requires stubbornly high inflation.

Andres Abadia (Senior International Economist)Latin America

22 Sept 2022 LatAm Monitor Political Noise Improves at the Margin

  • 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

19 Sept 2022 LatAm Monitor Slowing GDP Growth in the Andes will Make Central Banks Uneasy

  • 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

15 Sept 2022 LatAm Monitor Global Inflation Risks Have Spooked LatAm Markets

  • 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

PM Datanote: BCRP Rate Decision, Peru, September, 2022

  • In one line: Slowing the march to 25bp; the end of the tightening cycle is near.

Andres Abadia (Senior International Economist)Latin America

7 Sept 2022 LatAm Monitor Inflation in Mexico is Yet to Peak, but in Peru the Downtrend has Started

  • 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

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Latin America

Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence