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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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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

20 Jan 2022 High Political Risk Remain a Burden

  • 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

4 Jan 2022 Politics, Inflation and a Modest Recovery Set the Tone in LatAm

  • 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

15 Dec 2021 A Nail-Biting Second Round in Chile on Sunday; Mr. Boric Likely will Win

Sunday's run-off between leftist Gabriel Boric and the right-win José 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

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

18 Nov 2021 The Clouds are Gathering on LatAm Politics

  • 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

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

9 Nov 2021 Inflation Continues to Rise Rapidly in Chile due to an Array of Shocks

  • 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

21 Oct 2021 High Political Risk Likely will Delay the Economic Recovery

  • 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

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