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 Currencies

14 Jan 2022 LatAM Equities Likely will Perform Badly in H1, before Key Drags Fade

  • LatAm equities will struggle in the first half, due to an array of issues, particularly political risk.
  • Conditions likely will improve in H2, as some shocks fade, but momentum will remain subdued.
  • Tighter U.S. financial conditions will hurt the region, temporarily, but a rebound likely will the follow.

Andres Abadia (Senior International Economist)Latin America

22 Sept 2021 Political Risk and Inflation Fears will Continue to Take Centre Stage

  • Rising political risk continues to cloud prospects for a sustained economic rebound and capex in LatAm.
  • Argentina’s President reshuffles his cabinet, and announces measures to bring back voters.
  • Chile's Presidential candidate Boric leads the polls ahead of November's election, but the race is open.

Andres Abadia (Senior International Economist)Latin America

6 Sept 2021 Central Banks in the Andes will Continue to Hike Rates in Q4

  • The Chilean economy continues to surprise to the upside, and the good news will continue over Q4…
  • …But risks are tilting to the downside due to higher inflation pressures and tighter economic policies.
  • Peru's inflation rose sharply in August, due mainly to the lagged effect of the PEN's sell-of

Andres Abadia (Senior International Economist)Latin America

8 July 2021 Temporary Downside Pressures; Q3 will be better

Brazilian Real — Starting Q3 on a weak footing

Colombian Peso — Investment grade days are over

Chilean Peso —The copper-driven sell-off is easing

Andres Abadia (Senior International Economist)Latin America

23 June 2021 LatAm FX Markets Under Strain as Global Conditions Turn Challenging

LatAm FX markets have been under severe strain over the last week, following slightly hawkish comments from the U.S. Federal Reserve, suggesting policymakers are now ready to talk about tapering.

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