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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.
Brazilian Real — Will political risk sky-rocket soon?
Mexican Peso — Resilient, despite AMLO
Argentinian Peso — A new FX rate for soy exports
Brazil — Lula’s lead over Bolsonaro narrows, just
Mexico — AMLO’s protectionist policies bite
Chile — A “rejection” of the new constitution is ahead
Brazil — Increasing spending ahead of the election
Chile — Turbulent weeks ahead
Peru — Mr. Castillo's troubled first year
The inflation picture in Chile has deteriorated markedly, forcing the BCCh to increase rates boldly...
...But the rapid tightening failed to bring the CLP under control, prompting FX intervention last week.
Volatility likely will ease in the near term, but further rate hikes in the short run will be needed.
Brazil — Increasing fiscal uncertainty is hurting
Mexico — Global risk aversion remains the drag
Chile — Hit by lower copper prices and politics
Gustavo Petro makes history after being elected Colombia's first leftist president.
A fragmented and divided Congress will cap his room for action; this will limit the market sell-off.
Mr. Petro will face tough challenges, included a deep- ly divided country, and worried business community.
Brazilian Real — Concerns about fiscal slippage
Mexican Peso — A decent near-term outlook
Colombian Peso — Anti-Establishment Populism Won
Inflation in Colombia edged lower in May, but the near-term outlook remains challenging.
Core inflation continues to head north rapidly, thanks mainly to a solid economic recovery.
Conditions will improve over the second half of the year, assuming Mr. Hernández wins the presidency.
Gustavo Petro, the left-wing leader, clearly won the first round of Colombia’s presidential election.
He will face the former city mayor Rodolfo Hernández, who received the support of the defeated Fico.
This gives him the upper hand in next month's run- off, but even if Petro wins, Colombia will do well.
Next Sunday's presidential election in Colombia is wide open, though Mr. Petro is leading the race.
He will make it into the second round, but we still believe that Mr. Fico will win on a photo finish.
Uncertainty is high, the upturn of Mr. Hernández in the polls complicates Mr. Fico's path to the runoff.
Chile’s recovery has stalled, due to plunging domestic demand; the upturn will resume, but risks remain.
The constitutional process is entering the final phase; the most controversial issues have been ditched...
...But uncertainty persists, and voters are disenchanted; the process likely will end up being a disaster.
Brazil — Hurt by increased risk aversion
Mexico — Increased global uncertainty hits the BVM
Colombia — Under pressure, despite solid dividends
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