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3rd Jul 2025 15:32Latin AmericaWeekly Monitor

  • Durable and capital goods output fell sharply in Brazil, highlighting weakness in domestic demand.
  • Business sentiment and PMIs deteriorated further in June, indicating weaker output in coming quarters.
  • Stable inflation and anchored expectations give BCRP room to stay neutral amid external volatility.

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Keywords for: 7 July 2025 LatAm Monitor

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