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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.

latam

December 2022 - Latin America Chartbook

  • Monetary Tightening Is Now Drawing To A Close....Inflation Is Falling And Economic Growth Is Stuttering

Andres Abadia (Senior International Economist)Latin America

LatAm H1 Outlook 2023

  • Inflation is Finally Easing, but Central Banks will be Cautious in H1

Andres Abadia (Senior International Economist)Latin America

20 Dec 2022 LatAm Monitor The End of LatAm's Tightening is Getting Closer, but Risks Abound

  • Monetary tightening is now drawing to a close in LatAm, as inflation is finally falling.
  • BanRep increased the main rate by 100bp to 12.0% last week, but said the end of the tightening is near.
  • Elevated inflation will mean that policy will stay tight over H1, after January’s final 50bp.

Andres Abadia (Senior International Economist)Latin America

21 Nov 2022 LatAm Monitor The Economic Payback Continues to Unfold in Chile; When will it Stop?

  • Chile’s recovery continued to stall in Q3, due mostly to plunging domestic demand.
  • Conditions will remain difficult in the near term, forcing the BCCh to cut rates early next year.
  • The current account deficit has ballooned, but a correction is now underway; the risk will ease 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

17 Nov 2022 LatAm Monitor All Eyes on Lula's Cabinet Picks

  • Brazil — Lula is yet to name his cabinet
  • Mexico — AMLO’s electoral reform sparks protests
  • Colombia — A mixed start to Mr. Petro’s preside

Andres Abadia (Senior International Economist)Latin America

16 Nov 2022 LatAm Monitor Brazil's Economy Remains Resilient; the BCRP is Playing Safe for Now

  • Brazil’s recovery continued in H2, but risks are tilted to the downside, due chiefly to high interest rates.
  • Peru’s central bank increased interest rates last week, and left the door open to further tightening...
  • ...But it will move to the sidelines soon, as inflation is finally falling, and economic activity stutters.

Andres Abadia (Senior International Economist)Latin America

November 2022 - Latin America Chartbook

The Tightening Cycle Is Likely Over In Most Of LatAm....But The Economic Outlook Is Still Difficult

Andres Abadia (Senior International Economist)Latin America

13 Oct 2022 LatAm Equity Update Stock Markets Hurt as Global Recession Fears Grow

  • Brazil — Hurt by global recession fears
  • Colombia — Petro’s tweets puncture the stock market
  • Chile — Global woes add to political uncertainty

Andres Abadia (Senior International Economist)Latin America

September 2022 - Latin America Chartbook

Slowing GDP Growth Will Make Central Banks Uneasy....Interest Rates Will Have To Stay High For Some Time

Andres Abadia (Senior International Economist)Latin America

6 Oct 2022 LatAm Monitor

  • Mexican Peso - Resilient, thanks to high rates
  • Colombian Peso - Hurt by a less hawkish BanRep
  • Brazilian Real - is an orthodox wave coming?

Andres Abadia (Senior International Economist)Latin America

August 2022 - Latin America Chartbook

Inflation Pressures Are Easing At The Margin....And Economic Growth Is Slowing In Some Countries

Andres Abadia (Senior International Economist)Latin America

July 2022 - Latin America Chartbook

Economic Activity Is Showing Renewed Signs Of Fatigue...But Inflation Is Finally Edging Lower

Andres Abadia (Senior International Economist)Latin America

29 July 2022 Latin America Monitor Mexico's Massive Trade Deficit is Driven Mostly by Oil

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.

Andres Abadia (Senior International Economist)Latin America

LatAm H2 Outlook 2022

  • Inflation is Peaking, but Central Banks aren’t Finished Yet

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