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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 email@example.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
The Argentinian economy is resilient, but the survey data tell a clear story of slowing growth in H1.
Households have been able to muddle through this year, but inflation is fast approaching 100%.
Deteriorating fundamentals suggest that the ruling coalition will lose the presidency in 2023.
Economic activity remains relatively resilient in Peru, despite a deteriorating political backdrop.
Growth momentum will continue to slow over H1, due to high inflation and high interest rates...
...But the economy won’t collapse; relatively solid check-and-balances will prevent a nightmare.
In one line: A solid first half of the year, and the near-term outlook is positive.
In one line: The recovery continued in Q2, but growth momentum eased sequentially.
The Peruvian economy remained resilient in H1, despite elevated political uncertainty.
Domestic demand will slow marginally in H2, due to high inflation and increased interest rates.
External threats also remain significant, but the economy probably will weather the storm.
June’s retail sales numbers suggest that Mexican households are feeling the pain from high inflation.
Still-solid remittances from the U.S. remain the life-line for many, but downside forces are emerging.
Tighter financial conditions is also hitting consum- ers hard, but the picture will improve in Q1 next year.
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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence