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
- 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
- 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
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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
- 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
- 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
- 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
- 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
