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.

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28 Nov 2022 LatAm Monitor Will the Mexican Economy Continue to Perform Strongly in 2023?

Mexico’s economic activity was resilient in Q3, but this is in stark contrast to survey data.

Manufacturing and services activity are showing early signs of fatigue; 2023 will be difficult.

The current account slid to 1.6% of GDP, but FDI saved the day; we expect a gradual correction in H1.

Andres Abadia (Senior International Economist)Latin America

25 Aug 2022 LatAm Monitor Political Uncertainty Keeps Pressure

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

22 Aug 2022 LatAm Monitor Economic Growth Falters in Chile, but Remains Resilient in Peru

Chile’s economy struggled in H1, and it is now practically in a technical recession.

The payback after a solid 2021 continues, and the near-term outlook remains grim.

Peru’s economic activity improved in June, despite rising inflation and tighter financial conditions.

Andres Abadia (Senior International Economist)Latin America

29 July 2022 Latin America Monitor Mexico's Massive Trade Deficit is Driven Mostly by Oil

Mexico's trade deficit increased in June, due mostly to rising oil imports, thanks to higher prices.

Exports are also performing strongly, particularly manufactured goods, but risks have emerged.

Colombia's BanRep will likely hike by another massive 150pbs today, and more tightening is coming.

Andres Abadia (Senior International Economist)Latin America

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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence