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.

international reserves

29 Sept 2021 The COPOM Remains in a Tightening Pattern Until Inflation Risks Ease

  • The COPOM minutes reinforce our view that the bold tightening cycle will continue in Q4.
  • August's external accounts showed a resilient head- line trade, and an improvement in portfolio flows.
  • Mexico's labour market recovery lost strength in August, due to an array of temporary shocks.

Andres Abadia (Senior International Economist)Latin America

9 Sept 2021 A Modest Rebound as Political Risk Eases, but Tensions are Brewing

  • Colombian Peso — Pressures ease, for now
  • Argentinian Peso — A brewing crisis
  • Brazilian Real — Mr. Bolsonaro in the spotlight, again

Andres Abadia (Senior International Economist)Latin America

5 Aug 2021 High Political Risk in the Andes Offsetting Upbeat Economic News

Peruvian New Sol —  President Castillo already on fire

Chilean Peso —The copper-driven sell-off

Colombian Peso — Deteriorating fundamentals

Andres Abadia (Senior International Economist)Latin America

5 July 2021 Colombia's Investment Grade Days are Over; Chile's Recovery is on Track

Colombia lost its coveted investment-grade rating
on Thursday, after Fitch became the second agency
to downgrade the country’s debt to junk status, citing concerns about the deterioration of the public finances with large fiscal deficits in 2020-to-2022, a rising government debt, and reduced confidence over the capacity of the government to credibly reduce the debt in the coming years. 

Andres Abadia (Senior International Economist)Latin America

29 June 2021 Improving External Account Picture thanks to Better Global Growth

External accounts in LatAm likely will continue to improve over the next few months, thanks to the global economic recovery. 

Andres Abadia (Senior International Economist)Latin America

3 June 2021 Political Risk Continues to Hurt Andean Currencies

Colombian Peso — Social tensions persist 

Peruvian New Sol — Neck-and-neck election 

Chilean Peso — A modest drop as copper prices stabilise

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