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.
election
- Brazil — Political chaos will have a limited effect
- Mexico — A solid start to the year
- Peru — Ignoring once again another political crisis
Andres Abadia (Senior International Economist)Latin America
- In one line: Lula wins his third term in a very tight race; an uphill economic battle has just begun.
Andres Abadia (Senior International Economist)Latin America
- In one line: Lula and Bolsonaro to face run-off on October 30.
Andres Abadia (Senior International Economist)Latin America
- Brazil’s Lula took the lead in a surprising first round of the presidential election; the runoff is up for grabs.
- The results confirmed Lula’s lead in all polls, but they failed to catch the strength of Bolsonaro’s bounce.
- Bolsonaro’s strong momentum gives him an edge, but a more moderate Lula also bodes well for assets.
Andres Abadia (Senior International Economist)Latin America
- Lula has a good chances of winning the presidency on Sunday as Mr. Bolsonaro failed to gather strength.
- We suspect that markets had already priced-in a Lula win, but Bolsonaro is unlikely to go quietly.
- Banxico hiked by a bold 75bp and stuck to the message of data-dependency; that is, the Fed.
Andres Abadia (Senior International Economist)Latin America
- 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
- 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
- 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
- Leftist ex-president Lula remains the frontrunner in Brazil’s presidential race, but the gap is narrowing.
- Mr. Bolsonaro’s recent economic policies, including tax relief and increased fiscal aid, are paying-off, just.
- The race is up for grabs, but we expect no radical change in economic policy, regardless of who wins.
Andres Abadia (Senior International Economist)Latin America
- Brazil — Hit by political noise and commodity prices
- Colombia — Orthodoxy is not enough to ease the pain
- Chile — Political questions not abating
Andres Abadia (Senior International Economist)Latin America
Brazilian Real — Will political risk sky-rocket soon?
Mexican Peso — Resilient, despite AMLO
Argentinian Peso — A new FX rate for soy exports
Andres Abadia (Senior International Economist)Latin America
Brazil — Lula’s lead over Bolsonaro narrows, just
Mexico — AMLO’s protectionist policies bite
Chile — A “rejection” of the new constitution is ahead
Andres Abadia (Senior International Economist)Latin America
