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.

commodity

28 July 2021 Mexico's Recovery Gathered Speed in May, Despite Temporary Shocks

Mexico's economic recovery continued to gather traction in Q2, thanks to improving services activity. Manufacturing is struggling, due to supply issues, but conditions likely...

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

15 July 2021 High Political Risk to Constrain the Commodity-Driven Rebound

Mexico -- A pause despite an improving outlook Colombia -- Improving as social tensions ease Chile -- Political uncertainty prevails

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

8 July 2021 Temporary Downside Pressures; Q3 will be better

Brazilian Real -- Starting Q3 on a weak footing Colombian Peso -- Investment grade days are over Chilean Peso --The copper-driven sell-off is easing

Andres Abadia (Senior International Economist)Latin America

30 June 2021 BanRep Keeps Rates on Hold, but Conditions are Deteriorating Rapidly

Colombia's central bank, BanRep, left the reference rate on hold on Monday, at 1.75%, in line with market expectations.

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

23 June 2021 LatAm FX Markets Under Strain as Global Conditions Turn Challenging

LatAm FX markets have been under severe strain over the last week, following slightly hawkish comments from the U.S. Federal Reserve, suggesting policymakers are now ready to talk...

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

21 June 2021 Peru's Recovery Stalled in April; Argentina's Inflation Nightmare

Economic and political uncertainty continues in Peru. It took about two weeks to count all the presidential votes, but Pedro Castillo, who led by only 0.25pp over Keiko Fujimori,...

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

11 June 2021 Inflation Pressures Continue to Mount in Brazil and Mexico

LatAm as a whole is gradually recovering from the Covid shock, despite a temporary bump in late Q1 and April.

Andres Abadia (Senior International Economist)Latin America

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