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.

headline rate

2 June 2023 LatAm Monitor A Strong-looking Economy is no Impediment to a Dovish COPOM

  • Brazil’s GDP rose strongly in Q1, bouncing to 4.0% year-over-year, from 1.9% in Q4, thanks to solid farm output...
  • ...But the details of the report highlight that the econo- my is not strong, and that rate cuts are badly needed.
  • The labour market remains resilient, but increased real interest rates are now a big threat.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCCh Rate Decision, Chile, April, 2023

  • In one line: Still hawkish, but a dovish tone likely will emerge next month.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCRP Rate Decision, Peru, 2023

  • In one line: On hold and on the sidelines in the near term, due to high uncertainty.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCRP Rate Decision, Peru, February, 2023

  • In one line: The fight against high inflation is probably over, rate cuts likely will come soon.

Andres Abadia (Senior International Economist)Latin America

PM Datanote: BCRP Rate Decision, Peru, January, 2023

  • In one line: No signs of a pivot despite falling inflation and inflation expectations.

Andres Abadia (Senior International Economist)Latin America

12 Jan 2023 LatAm Monitor Resilient, Despite Increased Political Noise

  • Brazil — Political chaos will have a limited effect
  • Mexico — A solid start to the year
  • Peru — Ignoring once again another political crisis

Andres Abadia (Senior International Economist)Latin America

25 Nov 2022 LatAm Monitor The Inflation Picture Continues to Improve in Brazil... and Mexico, Just

Inflation continues to fall rapidly in Brazil, but increased fiscal uncertainty remains a threat. 

Headline inflation in Mexico surprised to the downside again in November, but the core remains sticky. 

Softening demand, favourable base effects and high interest rates will push core inflation down soon.

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

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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