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.
Andrés Abadía (Chief LatAm Economist)
- In one line: A decent Q3, but more interest rate cuts are needed.
Andrés Abadía (Chief LatAm Economist)Latin America
- Libertarian Javier Milei wins Argentina’s presidential election; the less bad option for the battered country.
- Argentina’s prospects will improve if Congress allows Milei to ‘take a hacksaw’ to the state.
- Brazil’s economy struggled in Q3, opening the door to bigger rate cuts if fiscal pragmatism prevails.
Andrés Abadía (Chief LatAm Economist)Latin America
- Colombia’s economy dodged a technical recession in Q3, but growth prospects remain gloomy.
- Elevated political uncertainty and stiflingly high interest rates continue to drag down investment.
- Conditions likely will improve in Q1, as BanRep starts to ease rates, but Petro’s policy will remain a threat.
Andrés Abadía (Chief LatAm Economist)Latin America
- Opinion polls are pointing to a knife-edge result in this Sunday’s presidential election in Argentina.
- Uncertainty is high, but the near-term outlook is clear: expect an FX sell-off, high inflation and recession.
- The next president will have a difficult job getting the economy back on track.
Andrés Abadía (Chief LatAm Economist)Latin America
- Brazil — Fiscal uncertainty back in the spotlight
- Argentina — Anything can happen on Sunday
- Colombia — Resounding defeat for President Petro
Andrés Abadía (Chief LatAm Economist)Latin America