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28th May 2026 17:12Latin AmericaWeekly Monitor
  • Broad-based Q1 growth highlights resilient domestic demand in Brazil, despite a high Selic rate.
  • Fiscal and credit support are cushioning activity, though underlying capex is less convincing.
  • Persistent inflation pressures will likely keep the BCB cautious and slow the easing cycle.

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Keywords for: 1 June 2026 LatAm Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence