- © 2020 Pantheon Macroeconomics
- Tel: +1 914 610 3830
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 info@pantheonmacro.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Consumers' spending in Brazil ended Q2 poorly, but it will improve soon as virus restrictions ease.
Mexico's industrial production fell in June, due mainly to the continued troubles in the auto sector.
Conditions will improve in the second half of the year, but supply-side disruptions will remain a drag.
Mexico — Doing well, despite many challenges
Chile — Politics and copper prices cap the upturn
Peru — Political uncertainty will remain a drag
Mexico's core inflation is at cyclical highs and rising; the reopening of the economy is mostly responsible.
Inflation will stay well above Banxico's target range over H2, forcing policymakers to hike interest rates.
Fixed investment and private consumption continued to recover in Q2, the near-term outlook is positive.
Brazil's BCB indicates that it will tighten beyond neu- tral levels as the inflation outlook deteriorates.
The COPOM's hawkish rhetoric is good news in terms of re-anchoring inflation expectations.
Peru's BCRP will increase the main rate next week as the currency slide fuels inflation.
Peruvian New Sol — President Castillo already on fire
Chilean Peso —The copper-driven sell-off
Colombian Peso — Deteriorating fundamentals
Brazilian industrial production ended Q2 on a soft footing, but leading indicators point to a decent H2.
That said, supply-side constraints and rising prices remain a big near-term threat for manufacturers.
Mexico’s PMI remained resilient in July, but a modest downtrend likely will emerge in Q3.
Colombia’s central bank kept the main rate on hold, but the split Board introduced a clear hawkish tone.
Inflation is rising rapidly, and prospects remain grim; BanRep will hike rates next month.
Chile's economic recovery consolidated in June, thanks mainly to solid services activity.
As we move on into the second half of the year, theMexican economy looks poised for a sustained recovery, provided both private consumption and external demand momentum is sustained in the coming months.
A Disrupted Rebound In H1 Due To A Surge In Covid...But The Recovery Is Now Gathering Speed
Andean economies have been struggling recently, owing to the worsening of the pandemic, rising political risk, and social unrest.
This Sunday, all eyes will be focused on the final result of the midterm elections in Mexico and the presidential run-off in Peru.
Colombian Peso — Social tensions persist
Peruvian New Sol — Neck-and-neck election
Chilean Peso — A modest drop as copper prices stabilise
Data released in recent days have confirmed that the Chilean economy struggled in early Q2, due to the worsening of the pandemic which triggered localised lockdowns and curfews.
The Recovery Resumes As The Pandemic Eases...But The Political Noise Points To A Bumpy Near Term Outlook
In a relatively light week in terms of economic indicators in Brazil, the inflation numbers garnered all the attention.
The Virus Is Still An Economic Drag...But Momentum Seems To Be Picking Up Again
Mexico's recent economic data releases confirm that conditions for a recovery in domestic demand are gradually materializing.
Change View: List Small Grid
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
Latin America Document Vault,