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 info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

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19 Sept 2022 LatAm Monitor Slowing GDP Growth in the Andes will Make Central Banks Uneasy

  • Colombia’s economy started Q3 on a weak footing, as high inflation weighs on consumers’ spending.
  • Peru’s economic recovery stalled in July and leading indicators point to further weakness in the near term.
  • Weakening growth momentum will force central banks to stop hiking rates, assuming inflation cedes.

Andres Abadia (Senior International Economist)Latin America

13 Sept 2022 LatAm Monitor Mexico's Manufacturing Continues to Shoulder the Industrial Recovery

  • Mexico’s industrial sector has remained relatively resilient, thanks chiefly to strength in manufacturing.
  • Construction and mining/oil remain in the doldrums; AMLO’s policies are holding them back.
  • The public finances remain the bright spot in Mexico, but next year's budget assumes too rosy an outlook.

Andres Abadia (Senior International Economist)Latin America

8 Sept 2022 LatAm Monitor FX Update Bold Hikes Protect Currencies Against Political Risk

Brazilian Real — Will political risk sky-rocket soon?

Mexican Peso — Resilient, despite AMLO

Argentinian Peso — A new FX rate for soy exports

Andres Abadia (Senior International Economist)Latin America

24 Aug 2022 LatAm Monitor Resilient Economic Activity in Peru, Despite Political Disruption

The Peruvian economy remained resilient in H1, despite elevated political uncertainty.

Domestic demand will slow marginally in H2, due to high inflation and increased interest rates.

External threats also remain significant, but the economy probably will weather the storm.

Andres Abadia (Senior International Economist)Latin America

22 Aug 2022 LatAm Monitor Economic Growth Falters in Chile, but Remains Resilient in Peru

Chile’s economy struggled in H1, and it is now practically in a technical recession.

The payback after a solid 2021 continues, and the near-term outlook remains grim.

Peru’s economic activity improved in June, despite rising inflation and tighter financial conditions.

Andres Abadia (Senior International Economist)Latin America

7 July 2022 Currencies Hit by Global Recession Fears

Mexican Peso — Global growth worries prevail

Colombian Peso — Down despite a moderated Petro

Chilean Peso — Hit by global recession fears

Andres Abadia (Senior International Economist)Latin America

21 June 2022 Left-wing Candidate Petro Wins in Colombia; What Next?

Gustavo Petro makes history after being elected Colombia's first leftist president.

A fragmented and divided Congress will cap his room for action; this will limit the market sell-off.

Mr. Petro will face tough challenges, included a deep- ly divided country, and worried business community.

Andres Abadia (Senior International Economist)Latin America

31 May 2022 Anti-Establishment Populism Won in Colombia's Presidential Vote

Gustavo Petro, the left-wing leader, clearly won the first round of Colombia’s presidential election.

He will face the former city mayor Rodolfo Hernández, who received the support of the defeated Fico.

This gives him the upper hand in next month's run- off, but even if Petro wins, Colombia will do well.

Andres Abadia (Senior International Economist)Latin America

27 May 2022 LatAm will Rein-in Stubbornly High Inflation in the Second Half

Food has been a key contributor to the inflation rebound in Q2, but pressures likely will ease in H2.

Core prices also will drive inflation down, as economies lose momentum.

Further monetary tightening and unconventional measures will add to the squeeze on inflation.

Andres Abadia (Senior International Economist)Latin America

20 May 2022 Chile's GDP Contracted Sharply in Q1, Payback After a Solid 2021

Chile’s recovery has stalled, due to plunging domestic demand; the upturn will resume, but risks remain.

The constitutional process is entering the final phase; the most controversial issues have been ditched...

...But uncertainty persists, and voters are disenchanted; the process likely will end up being a disaster.

Andres Abadia (Senior International Economist)Latin America

12 May 2022 Under Global Clouds

Brazil — Hurt by increased risk aversion

Mexico — Increased global uncertainty hits the BVM

Colombia — Under pressure, despite solid dividends

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