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 firstname.lastname@example.org, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Brazilian Real — Will political risk sky-rocket soon?
Mexican Peso — Resilient, despite AMLO
Argentinian Peso — A new FX rate for soy exports
Brazil — Increasing spending ahead of the election
Chile — Turbulent weeks ahead
Peru — Mr. Castillo's troubled first year
Peru’s economic activity improved in May, thanks mainly to rebounding private consumption...
...But the upturn won’t last as real incomes are squeezed and credit conditions deteriorate further.
Argentina’s inflation will continue to rise rapidly over H1, despite undershooting expectations in June.
Mexican Peso — Global growth worries prevail
Colombian Peso — Down despite a moderated Petro
Chilean Peso — Hit by global recession fears
Alberto Fernández cedes the management of the Argentine economy to Kirchnerism; terrible news.
The new finance minister will likely double down on unorthodox measures; the outlook will worsen.
Chile’s government presents an ambitious, but well telegraphed, fiscal reform plan; no concerns, for now.
The rebound in commodity prices supported LatAm in H1, but external conditions are worsening rapidly.
Argentina’s economic recovery consolidated in Q1, but the near-term outlook is negative.
Inflation is still rising rapidly, and inflation expectations are heading north; rates will be hiked further.
Colombia — Petro becomes the first leftist president
Mexico — AMLO’s party seems unstoppable
Chile — A tax reform proposal will be presented
Gustavo Petro makes history after being elected Colombia's first leftist president.
A fragmented and divided Congress will cap his room for action; this will limit the market sell-off.
Mr. Petro will face tough challenges, included a deep- ly divided country, and worried business community.
The COPOM eased the pace of tightening, but has left the door open to further hikes in Q3.
The deteriorating external inflation outlook has been forcing the Board to tweak its plans since May.
We now expect a final rate hike in August to anchor inflation expectations, if external conditions improve.
Brazilian Real — Concerns about fiscal slippage
Mexican Peso — A decent near-term outlook
Colombian Peso — Anti-Establishment Populism Won
Argentina’s economic recovery stalled in March, and conditions are deteriorating rapidly.
High inflation and tighter financial conditions will push the economy in to a technical recession in Q2.
The Peruvian economy struggled in March, but it dodge a recession, thanks to a solid start to Q1.
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