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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.

senate

22 Mar 2022 Argentina's Senate Approves the IMF Deal, but Uncertainty will Prevail

  • Rising commodity prices will support key economic sectors in Argentina, but inflation will remain high.
  • The Senate approved a new agreement with the IMF, conjuring up the spectre of default.
  • The program will try to stop the runaway inflation, but underlying conditions will remain challenging.

Andres Abadia (Senior International Economist)Latin America

1 Dec 2021 Chile's Economy Started Q4 on a Solid Footing, Despite Politics

  • Chile's economy remains resilient thanks, to a solid vaccination program and robust policy support.
  • Solid retail sales get Q4 consumption off to a very strong start, but momentum will ease soon.
  • Challenging external conditions, high inflation, and political noise will limit the recovery in H1.

Andres Abadia (Senior International Economist)Latin America

26 Nov 2021 November's Inflation Data in Brazil Should Not Trouble the COPOM

  • Higher gasoline prices in Brazil likely won't derail the imminent drop in IPCA inflation as other shocks ease. 

    The lagged effect of tighter monetary policy will also put a lid on underlying inflation pressures. 

    Mexican markets under stress following AMLO's announcement of a new nominee as Banxico's head. 

Andres Abadia (Senior International Economist)Latin America

19 Nov 2021 Chileans Go to the Polls this Sunday, Colombia's GDP Rebounding Solidly

  • Chile is set to vote on Sunday in one of most unpredictable elections in years; a runoff is likely.
  • Colombia's GDP has resumed its solid rebound in Q3, following a self-inflicted shock in Q2.
  • Momentum likely will continue to improve over the next few months; BanRep will have to hike further.

Andres Abadia (Senior International Economist)Latin America

16 Nov 2021 More Pain Ahead in Argentina, despite the Midterm Election Result

  • The midterm election result in Argentina has diminished the chances of a Peronist second term.
  • The ruling coalition, FdT, has lost the Senate; it will have to negotiate with JpC to implement key policies.
  • The economy will continue to suffer in the near term; a deal with IMF is badly needed.

Andres Abadia (Senior International Economist)Latin America

11 Nov 2021 Under Pressure Due to Rising Inflation and Policy Risk

  • Brazil — Hurt by rising fiscal uncertainty
  • Argentina — Calm before the storm
  • Peru — Castillo is digging himself into a deeper hole

Andres Abadia (Senior International Economist)Latin America

1 Nov 2021 Brazil is in a Mess, Thanks to High Inflation, and Mr. Bolsonaro

  • Economic conditions are deteriorating rapidly in Bra- zil, as inflation surges and political risk rises.
  • The fiscal picture is set to worsen, as the spending cap likely will be altered; the BRL is suffering.
  • The COPOM will be forced to tighten ever further; inflation will fall as the economy falls into recession.

Andres Abadia (Senior International Economist)Latin America

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