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.

polls

21 Oct 2022 LatAm Monitor Politics Remains Centre Stage in a Complicated External Backdrop

The runoff polls continue to show Lula in the pole position, but anything can happen in a week.

The shambolic start to Gustavo Petro’s presidency will keep the COP and external accounts under strain.

Exports remain solid, but import contraction should help stabilize the trade deficit, albeit at a wide level.

Andres Abadia (Senior International Economist)Latin America

22 Sept 2022 LatAm Monitor Political Noise Improves at the Margin

  • Brazil — Lula’s lead over Bolsonaro holds
  • Chile — What is next for the constitutional process?
  • Peru — The new Finance Minister is taking action

Andres Abadia (Senior International Economist)Latin America

20 Sept 2022 LatAm Monitor Can President Bolsonaro Close the Gap on Lula in Coming Weeks

  • Leftist ex-president Lula remains the frontrunner in Brazil’s presidential race, but the gap is narrowing.
  • Mr. Bolsonaro’s recent economic policies, including tax relief and increased fiscal aid, are paying-off, just.
  • The race is up for grabs, but we expect no radical change in economic policy, regardless of who wins.

Andres Abadia (Senior International Economist)Latin America

6 Sept 2022 LatAm Monitor Chile Resoundingly Rejects Mr. Boric's New Constitution; Now What?

  • Voters in Chile have overwhelmingly rejected a new constitution; now it is time for a moderate approach.
  • Inflation in Colombia is still running hot, due mostly to food prices and a robust domestic demand.
  • BanRep will continue to hike rates this year, but we still believe that inflation will start to fall in Q4.

Andres Abadia (Senior International Economist)Latin America

2 Sept 2022 LatAm Monitor Brazil's Economy Enjoyed a Solid First Half of the Year; will it Last

  • The full reopening of the economy and further fiscal support have allowed Brazil to enjoy a solid H1.
  • The recovery of the job market has also helped, off-setting the drag from high inflation and rates.
  • Chile’s economy is in trouble and leading indicators tell a story of depressed conditions in H2.

Andres Abadia (Senior International Economist)Latin America

31 Aug 2022 LatAm Monitor Chile's Economy Struggles Ahead of the Constitutional Referendum

  • Chile’s labour market is under renewed strain and survey data point to a challenging H2...
  • ...High inflation, tighter financial conditions, increased interest rates, and elevated political risks are drags.
  • Chileans will vote on Sunday on a new constitution, but uncertainty will persist regardless.

Andres Abadia (Senior International Economist)Latin America

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Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence