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, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

global growth

30 Nov 2022 LatAm Monitor Argentina's Economy Continued to Gather Speed in Q3; Will it Last?

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.

Andres Abadia (Senior International Economist)Latin America

29 Nov 2022 LatAm Monitor Peru's Economy Continues to Defy Increased Political Noise

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.

Andres Abadia (Senior International Economist)Latin America

18 Nov 2022 LatAm Monitor Colombia's Economy was Resilient in Q3, but can Petro Keep Growth Going

  • Colombia’s President had a decent first 100 days in office, with the tax reform as a key achievement...
  • ...But conflicting signals, between radicalism and orthodoxy, have hurt and will keep investors on alert.
  • BanRep is likely to raise the policy interest rate further, owing to persistent price pressures.

Andres Abadia (Senior International Economist)Latin America

19 Oct 2022 LatAm Monitor Economic Activity in Colombia and Peru will Stall Soon, Despite Solid Q3

  • Economic activity in Colombia and Peru remained relatively resilient in August, despite an array of drags.
  • The outlook is challenging, though, as the squeeze on real disposable income drains growth momentum.
  • The hit of higher borrowing costs for households and corporates on their spending will also hurt.

Andres Abadia (Senior International Economist)Latin America

7 Oct 2022 LatAm Monitor Brazil's Industrial Sector Likely will Contribute to GDP growth in H2

  • Brazil’s industrial sector was under pressure in August, but the near-term outlook is positive.
  • Improving domestic fundamentals likely will offset the drag from deteriorating external conditions.
  • The inflation picture remains ugly in Colombia, with the headline rate still climbing rapidly.

Andres Abadia (Senior International Economist)Latin America

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

22 Sept 2022 LatAm Monitor Political Noise Improves at the Margin

  • Brazil — Lula’s lead over Bolsonaro holds
  • Chile — What is next for the constitutional process?
  • Peru — The new Finance Minister is taking action

Andres Abadia (Senior International Economist)Latin America

19 Sept 2022 LatAm Monitor Slowing GDP Growth in the Andes will Make Central Banks Uneasy

  • Colombia’s economy started Q3 on a weak footing, as high inflation weighs on consumers’ spending.
  • Peru’s economic recovery stalled in July and leading indicators point to further weakness in the near term.
  • Weakening growth momentum will force central banks to stop hiking rates, assuming inflation cedes.

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

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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