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
- 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
- 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
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
- 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
- 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
