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
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disposable income
- Economic activity in Colombia and Peru remained relatively resilient in August, despite an array of drags.
- The outlook is challenging, though, as the squeeze on real disposable income drains growth momentum.
- The hit of higher borrowing costs for households and corporates on their spending will also hurt.
Andres Abadia (Senior International Economist)Latin America
- Colombia's economic activity index confirmed that the recovery stalled in July, due to high inflation.
- Growth momentum will continue to peter out in the very near term; conditions likely will stabilise in Q4.
- The COPOM likely will keep the Selic rate on hold today, and throughout the remainder of the year.
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