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1st Sep 2025 15:27Latin AmericaDaily Monitor

  • Brazil’s Q2 GDP growth slowed sharply, as temporary supports fade and monetary tightening bites.
  • Household consumption and services showed resilience, but capex saw renewed weakness.
  • Peru’s inflation is firmly anchored, giving BCRP flexibility to balance demand and external uncertainty.

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Keywords for: 3 September 2025 LatAm Monitor

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