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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 firstname.lastname@example.org, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
The Peruvian economy remained resilient in H1, despite elevated political uncertainty.
Domestic demand will slow marginally in H2, due to high inflation and increased interest rates.
External threats also remain significant, but the economy probably will weather the storm.
Chile’s economy struggled in H1, and it is now practically in a technical recession.
The payback after a solid 2021 continues, and the near-term outlook remains grim.
Peru’s economic activity improved in June, despite rising inflation and tighter financial conditions.
Colombia’s Q2 GDP withstood an array of domestic and external shocks, but momentum will ease soon.
The current pace of economic activity is unsustainable; high inflation and uncertainty will bite.
BanRep will hike again in September; the bank is still behind the curve and key threats loom.
The IGAE report confirmed that Mexico’s economy remained resilient in Q2, but momentum is easing.
Argentina’s economic recovery continued in Q2, but the near-term outlook is negative...
...High inflation and tighter financial conditions will push the economy into a technical recession soon.
Industrial production in Mexico remains resilient, thanks mainly to solid manufacturing activity.
Activity in mining and construction continues to lag; deteriorating domestic conditions remain a drag.
AMLO is starting to bet on nearshoring, but he will have to stop clashing with businesses first.
Output in Brazil’s industrial sector continues to rebound, helping to offset weakness elsewhere.
Increased fiscal support to families, an improving labour market, and the reopening are key drivers.
The near-term outlook, however, remains cloudy, due to high inflation and tighter financial conditions.
The rebound in commodity prices supported LatAm in H1, but external conditions are worsening rapidly.
Argentina’s economic recovery consolidated in Q1, but the near-term outlook is negative.
Inflation is still rising rapidly, and inflation expectations are heading north; rates will be hiked further.
Brazilian retailers enjoyed a solid start to Q2, but momentum is already easing in some components.
The Mexican industrial sector remains solid, but the outlook has deteriorated, due mainly to high inflation.
The plunge in China’s PMIs and lingering external shocks point to potential trouble ahead.
The BCCh delivers a bigger-than-expected rate hike, and leaves the door open for further tightening.
Inflation rose in April faster than policymakers expected, keeping up the pressure for more rate hikes.
The CLP sell-off, high commodity prices, and the lagged effect of policy stimulus remain a nightmare.
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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence