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.
voters
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
- Brazil — Bolsonaro's support hits fresh lows
- Mexico — AMLO's nationalism gathers speed
- Colombia — A busy election cycle starts
Andres Abadia (Senior International Economist)Latin America
- Pressures on Chilean markets are easing, after the sharp sell-off driven by Mr. Boric's presidential win.
- BanRep continued its normalisation process, with a split board looking for bolder action as inflation bites.
- Inflation in BraMex is peaking, but conditions will remain challenging in H1; more rate hikes are needed
Andres Abadia (Senior International Economist)Latin America
Sunday's run-off between leftist Gabriel Boric and the right-win JoseÌÂ Antonio Kast is anyone’s race.
Polls suggest that Mr. Boric will win, by a small margin; if this is the case, markets won't be happy.
We expect challenging times ahead, but conditions will improve as his presidency progresses; we hope.
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
- Brazil — Unstable political environment persists
- Colombia — Dissatisfaction is driving the undecided
- Chile — Will the country move to the left or right?
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
- Inflation continues to rebound in Chile, on the back of the reopening, and higher commodity prices.
- The near-term remains challenging, which will force the BCCh to tighten rapidly over the next meetings.
- Conditions likely will improve by mid-Q1, assuming political risks ease at the margin after November 21.
Andres Abadia (Senior International Economist)Latin America
- Brazil — Legal storm clouds gather over Bolsonaro
- Mexico — AMLO's power reform is a big threat
- Chile — The election race enters its final stage
Andres Abadia (Senior International Economist)Latin America
