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.

exports

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

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

8 Sept 2022 LatAm Monitor FX Update Bold Hikes Protect Currencies Against Political Risk

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

5 Sept 2022 LatAm Monitor China's Economic Slowdown will Hurt LatAm Commodity Exports

  • China’s slowdown is bad news for LatAm, just as domestic demand suffers, due to high inflation.
  • Industrial output in Brazil remains resilient, but growth momentum will ease in the near term.
  • The switch in consumers’ spending to services from goods and global economic slowdown will hurt.

Andres Abadia (Senior International Economist)Latin America

2 Sept 2022 LatAm Monitor Brazil's Economy Enjoyed a Solid First Half of the Year; will it Last

  • The full reopening of the economy and further fiscal support have allowed Brazil to enjoy a solid H1.
  • The recovery of the job market has also helped, off-setting the drag from high inflation and rates.
  • Chile’s economy is in trouble and leading indicators tell a story of depressed conditions in H2.

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