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.
consumer confidence
- Mexico’s GDP likely rose marginally in July, but a modest downtrend will emerge soon.
- Argentina’s economy remained surprisingly resilient in H1, but the outlook has deteriorated rapidly.
- Inflation is rebounding, rates will continue to be hiked, and external conditions have worsened.
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’s economic growth was stronger-than-expected in early July, which will disquiet the COPOM...
- ...But still-high inflation and political uncertainty are already weighing on consumers’ spending.
- Argentinians will soon face triple-digit inflation, driven by rising input costs and the ARS sell-off.
Andres Abadia (Senior International Economist)Latin America
- Brazil’s services sector continues to fire on all cylinders, despite the squeeze on real incomes.
- Tax cuts and additional fiscal aid to households suggest that private consumption will remain solid in H2.
- Consumer confidence continues to rebound in Colombia, despite the COP’s sell-off and high inflation.
Andres Abadia (Senior International Economist)Latin America
- Inflation in Mexico rose in August, meeting expectations, allowing Banxico to hike by 50bp this month.
- The inflation picture remains ugly in Chile, but the recession likely will push it down in Q4.
- The BCCh surprised markets by increasing the main rate by 100bp, but it adopted a neutral bias.
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
- The full reopening of the economy and further fiscal support have allowed Brazil to enjoy a solid H1.
- The recovery of the job market has also helped, off-setting the drag from high inflation and rates.
- Chile’s economy is in trouble and leading indicators tell a story of depressed conditions in H2.
Andres Abadia (Senior International Economist)Latin America
