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15th Jan 2026 18:40Latin AmericaWeekly Monitor
  • Household spending gains traction in Mexico, while capex remains weak on policy and trade uncertainty.
  • The USMCA review adds volatility, delaying the capex recovery and reinforcing consumption-led growth.
  • November’s activity rebound stabilises growth in Brazil, but tight financial conditions still constrain its recovery.

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Keywords for: 20 January 2026 LatAm Monitor

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