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.

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21 Nov 2022 LatAm Monitor The Economic Payback Continues to Unfold in Chile; When will it Stop?

  • Chile’s recovery continued to stall in Q3, due mostly to plunging domestic demand.
  • Conditions will remain difficult in the near term, forcing the BCCh to cut rates early next year.
  • The current account deficit has ballooned, but a correction is now underway; the risk will ease soon.

Andres Abadia (Senior International Economist)Latin America

27 Sept 2022 LatAm Monitor July IGAE Showed a Resilient Mexican Economy, but Not for Long

  • Mexico’s economy was resilient at the start of Q3, thanks to improving manufacturing activity...
  • ...But sentiment indicators and survey data suggest that a slowdown will probably emerge soon.
  • Brazil’s eternal accounts remain healthy, despite the recent deterioration on a sequential basis.

Andres Abadia (Senior International Economist)Latin America

26 Sept 2022 LatAm Monitor Activity was Sturdy in H1 in Mexico and Argentina, but Risks Abound

  • 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

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

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

13 Sept 2022 LatAm Monitor Mexico's Manufacturing Continues to Shoulder the Industrial Recovery

  • Mexico’s industrial sector has remained relatively resilient, thanks chiefly to strength in manufacturing.
  • Construction and mining/oil remain in the doldrums; AMLO’s policies are holding them back.
  • The public finances remain the bright spot in Mexico, but next year's budget assumes too rosy an outlook.

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