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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 info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
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.
Colombia’s Q2 GDP withstood an array of domestic and external shocks, but momentum will ease soon.
The current pace of economic activity is unsustainable; high inflation and uncertainty will bite.
BanRep will hike again in September; the bank is still behind the curve and key threats loom.
Mexico's trade deficit increased in June, due mostly to rising oil imports, thanks to higher prices.
Exports are also performing strongly, particularly manufactured goods, but risks have emerged.
Colombia's BanRep will likely hike by another massive 150pbs today, and more tightening is coming.
The IGAE report confirmed that Mexico’s economy remained resilient in Q2, but momentum is easing.
Argentina’s economic recovery continued in Q2, but the near-term outlook is negative...
...High inflation and tighter financial conditions will push the economy into a technical recession soon.
Mexican Peso — Global growth worries prevail
Colombian Peso — Down despite a moderated Petro
Chilean Peso — Hit by global recession fears
Mexico’s deficit in May remained very large by past standards, due mainly to high energy prices.
The value of imports likely will continue to rise in Q3, but weaker domestic demand will be a drag later on.
Labour market conditions deteriorated, at the margin, in May, but enough to make Banxico uneasy.
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.
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.
The Mexican economy performed strongly in Q1, but activity remains well below pre-crisis levels.
The outlook for the rest of 2022 is challenging, pushing inflation gradually down from Q3 onwards.
Banxico strengthened its hawkish tone at its last policy Minutes, but it will have to ease it soon.
Colombia’s solid recovery continued in Q1, thanks mainly to robust private consumption...
...But momentum is already fading on a sequential basis, due to deteriorating domestic fundamentals.
High inflation, tighter monetary policy, and deteriorating external conditions will be key drags.
Retail sales in Brazil rebounded in Q1, despite high inflation and tighter financial conditions...
...The reopening and further fiscal support have driven the recovery, but momentum will ease soon.
The real income squeeze and further interest rate hikes will hurt, but consumption won't collapse.
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