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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.
Brazilian Real — Will political risk sky-rocket soon?
Mexican Peso — Resilient, despite AMLO
Argentinian Peso — A new FX rate for soy exports
Brazil — Lula’s lead over Bolsonaro narrows, just
Mexico — AMLO’s protectionist policies bite
Chile — A “rejection” of the new constitution is ahead
Colombia’s Q2 GDP withstood an array of domestic and external shocks, but momentum will ease soon.
The current pace of economic activity is unsustainable; high inflation and uncertainty will bite.
BanRep will hike again in September; the bank is still behind the curve and key threats loom.
Brazil — A solid performance despite increased political risk
Colombia — Politics is becoming a drag
Chile — Political uncertainty will remain a key issue
Elevated underlying inflation pressures are forcing some central banks in LatAm to continue hiking...
...But recently-implemented measures by governments will allow policymakers to pause, soon.
Brazil’s COPOM hiked for the last time earlier this month; the inflation picture finally has improved.
A disinflation trend is emerging in Brazil, thanks to the government’s efforts to control key prices...
...And, at the same time, to boost president Bolsonaro’s chances of being re-elected.
The deteriorating fiscal outlook, however, is becoming a key threat for inflation next year.
Brazil — Increasing spending ahead of the election
Chile — Turbulent weeks ahead
Peru — Mr. Castillo's troubled first year
Colombia’s near-term outlook is deteriorating; the COP’s sell-off highlights the pessimistic scenario.
Retail sales remain above pre-Covid levels, but momentum is petering out, due to high inflation.
A recession is not our base case, for now; improving services activity and resilient manufacturing will help.
Brazil’s retail sector performed solidly in Q2, despite challenging conditions, including high inflation.
Activity in the services sector continues to gather speed, as virus restrictions are gone.
The IBC-Br index is raising red flags, but the bigger picture is what counts; the recovery continues.
Brazil — Increasing fiscal uncertainty is hurting
Mexico — Global risk aversion remains the drag
Chile — Hit by lower copper prices and politics
The latest polls confirm that former President Lula will win in Brazil, but anything can still happen.
Mr. Bolsonaro’s strategy—mostly boosting aid to households—is giving him modest support.
We expect the near-term momentum to continue to favour the opposition, but the economy will decide.
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