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.

cpi

PM Datanote: CPI, Mexico, January, 2023

  • In one line: Elevated indexation keep inflation high in January.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: CPI, Mexico, December, 2022

  • In one line: A decent end to the year, with core pressures finally receding.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: CPI, Mexico, November, 2022

  • In one line: First signs that core inflation is slowing, at the margin.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: Bi-weekly CPI, Mexico, November, 2022

  • In one line: Undershooting expectations, but core remains sticky, for now.

Andres Abadia (Senior International Economist)Latin America

11 Nov 2022 LatAm Monitor Banxico's Tightening Cycle will End Soon

  • Banxico stuck to the script and increased the main rate by 75bp, to push inflation expectations down…
  • …But the tightening cycle will probably be over next month, as better news in CPI inflation keeps coming.
  • Data this week confirmed that the inflation peak was in Q3; disinflation will consolidate during H1.

Andres Abadia (Senior International Economist)Latin America

16 Sept 2022 LatAm Monitor Economic Activity is Solid in Brazil, Inflation is Galloping in Argentina

  • 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

12 Sept 2022 LatAm Monitor August's CPI Data in Brazil Are Good Enough to Prevent More Rate Hikes

  • The headline rate of CPI inflation continues to fall rapidly in Brazil, thanks to recent tax reductions...
  • ...But policymakers remain on alert, as the core rate remains sticky, especially non-administered prices.
  • Peru’s central bank slowed the march to 25bp; the end of the tightening cycle is near.

Andres Abadia (Senior International Economist)Latin America

9 Sept 2022 LatAm Monitor High Inflation in Mexico and Chile will Test Policymakers' Resolve

  • 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

PM Datanote: CPI, Mexico, August, 2022

  • In one line: In line with expectations, despite rising food prices.

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

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Keywords for: Latin America

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