- © 2020 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Banxico delivers a bold 75bp rate hike, and leaves the door wide open for more during the second half.
Inflation continued to rise in Q2, darkening the economic outlook over the next few months.
Banxico will hike more than the Board and AMLO would have allowed under normal conditions.
Banxico likely will accelerate its pace of tightening tomorrow, and will keep the door open for more hikes.
The inflation picture continues to deteriorate, due mainly to challenging external conditions.
Risk of a more frontloaded Fed hiking cycle will keep Mexican policymakers on a tightening path.
Colombia’s new president will find an economy in good shape, with output well above pre-Covid levels.
The good news, however, won’t last; high inflation and tighter financial conditions are now key threats.
The new leader will have to tackle poverty, popular discontent, and long-standing structural issues.
Peru’s BCRP will continue to hike in the near term, as core inflation will remain too high for comfort.
The COPOM likely will hike the rate to 13.25% tomorrow, where it should stay through the rest of the year.
Technical tie between Petro and Hernández just days before the presidential elections in Colombia.
Disinflation has resumed in Brazil, as some shocks ease, but conditions are far from benign.
Headline inflation has eased at the margin in Mexico, but core pressures remain sticky.
The COPOM will hike rates this week, but then hold in H2; Banxico likely will speed up its tightening.
Inflation slows at the margin in BraMex, but underlying pressures remain high and upside risks abound.
Chile’s inflation continues to head north, driven by a resilient domestic demand and external shocks.
The BCCh will continue to hike rates in Q3, but at a slower pace; inflation will start to edge down soon.
Brazilian Real — Concerns about fiscal slippage
Mexican Peso — A decent near-term outlook
Colombian Peso — Anti-Establishment Populism Won
Retail sales in Chile remained resilient in April, but the trend is falling; fundamentals are deteriorating.
Manufacturing improved at the margin in early Q2, but mining activity remains a key drag.
The job market recovery continued in April, but conditions are worsening, pointing to a tough H2.
Inflation remains a headache for policymakers, but conditions likely will improve at the margin in Q3.
Food inflation remains a key upside risk, forcing governments to implement unconventional steps.
This will probably help in the near term, but will slow the disinflation trend next year.
Banxico delivered another bold rate hike, and their tone has turned even more hawkish.
Inflation continues to head north in Brazil, due mainly to the effect of global supply shocks.
Further rate hikes will help to reduce inflation expectations, but will bring the economy to its knees.
April inflation in Mexico undershot expectations, but the near-term outlook remains challenging.
The data brought modest comfort to policymakers, but the tightening cycle will continue this week.
In Colombia, April inflation surprised to the upside; BanRep will keep hiking, as it is far behind the curve.
The COPOM increased rates by 100bp, as widely expected, but has tweaked its near-term plans...
...It has opened the door for a hike of “lower magnitude” in June; this will be the last of the cycle.
Inflation in Peru is running wild despite the implementation of subsidies; the BCRP will hike next week.
Change View: List Small Grid
Filter by Keyword
Filter by Region
Filter by Publication Type
Filter by Date
(6 months only; older publications available on request)
Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence