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26th Jan 2026 18:56Latin AmericaDaily Monitor
  • The IPCA-15 confirms Brazil's inflation is contained, pressures localised, and disinflation trends firmly intact.
  • Soft demand, a strong BRL and anchored inflation expectations support a March start to rate cuts.
  • The external accounts remain relatively solid, allowing gradual Selic cuts without destabilising capital flows.

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Keywords for: 28 January 2026 LatAm Monitor

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