Pantheon Macroeconomics

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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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14 Sept 2022 LatAm Monitor Brazil's Services Sector Continues to Fire on all Cylinders

  • Brazil’s services sector continues to fire on all cylinders, despite the squeeze on real incomes.
  • Tax cuts and additional fiscal aid to households suggest that private consumption will remain solid in H2.
  • Consumer confidence continues to rebound in Colombia, despite the COP’s sell-off and high inflation.

Andres Abadia (Senior International Economist)Latin America

24 Aug 2022 LatAm Monitor Resilient Economic Activity in Peru, Despite Political Disruption

The Peruvian economy remained resilient in H1, despite elevated political uncertainty.

Domestic demand will slow marginally in H2, due to high inflation and increased interest rates.

External threats also remain significant, but the economy probably will weather the storm.

Andres Abadia (Senior International Economist)Latin America

7 June 2022 Colombia's Inflation Remains a Headache, Despite Easing in May

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.

Andres Abadia (Senior International Economist)Latin America

30 May 2022 Mexico's Recent Economic Strength Likely will Falter Soon

The Mexican economy performed strongly in Q1, but activity remains well below pre-crisis levels.

The outlook for the rest of 2022 is challenging, pushing inflation gradually down from Q3 onwards.

Banxico strengthened its hawkish tone at its last policy Minutes, but it will have to ease it soon.

Andres Abadia (Senior International Economist)Latin America

25 May 2022 Orthodox and Unconventional Measures to Fight Sticky Inflation

Inflation remains a headache for policymakers, but conditions likely will improve at the margin in Q3.

Food inflation remains a key upside risk, forcing governments to implement unconventional steps.

This will probably help in the near term, but will slow the disinflation trend next year.

Andres Abadia (Senior International Economist)Latin America

23 May 2022 The Economic Outlook for Argentina and Peru is Deteriorating Rapidly

Argentina’s economic recovery stalled in March, and conditions are deteriorating rapidly.

High inflation and tighter financial conditions will push the economy in to a technical recession in Q2.

The Peruvian economy struggled in March, but it dodge a recession, thanks to a solid start to Q1.

Andres Abadia (Senior International Economist)Latin America

13 May 2022 Banxico Hikes by Another 50bp, but Rates are Nowhere Near the Peak Yet

Banxico delivered another bold rate hike, and their tone has turned even more hawkish.

Inflation continues to head north in Brazil, due mainly to the effect of global supply shocks.

Further rate hikes will help to reduce inflation expectations, but will bring the economy to its knees.

Andres Abadia (Senior International Economist)Latin America

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Keywords for: Latin America

Latin America Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence