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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 firstname.lastname@example.org, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Brazil’s real GDP has risen for a fifth consecutive quarter; output is about 5% above pre-Covid level...
...But the balance of risks for 2023 is to the downside, due mainly to increased fiscal threats.
Policy uncertainty could keep interest rates high for even longer, and the global economy won’t help.
In one line: A hawkish end to the tightening cycle.
The Mexican economy remained relatively resilient in Q2, but momentum eased sequentially.
Downside risks will persist in the near term, forcing Banxico to slow the pace of tightening.
Core inflation, however, remains particularly sticky, complicating policymakers’ decisions.
Brazil — Lula’s lead over Bolsonaro narrows, just
Mexico — AMLO’s protectionist policies bite
Chile — A “rejection” of the new constitution is ahead
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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence