Pantheon Publications
Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
Please use the filters on the right to search for a specific date or topic.
Global
In one line: Consistent with a modest recovery.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory
- In one line: Activity ended 2025 on a soft note, reinforcing the case for easing ahead.
- US - Payrolls will slow in February, as the weather lift fades
- EUROZONE - Negative SNB rates unlikely even if inflation hits sub-zero in February
- UK - CPI preview 2: Shave our January forecast to 3.0%
- CHINA+ - China starting to recognise the need for a fresh property policy
- EM ASIA - Taiwan’s export growth reaches the highest print since the 1970s
- LATAM - Our LatAm team is on annual leave. Publication will resume on February 25.
In one line: Better than we thought; growth will pick up in Q1.
In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate.
In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months.
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: Above trend due to mild weather and a blip in healthcare jobs.
- US - January CPI likely to undershoot the consensus
- EUROZONE - ECB sets out the—unlikely, in our view—conditions for a rate cut
- UK - CPI weight changes fractionally raise our inflation forecast
- CHINA+ - PM Takaichi’s election gamble paid off, but market jitters continue
- EM ASIA - Indonesia’s ‘hot’ Q4 GDP print welcome in more ways than one
- LATAM - Banxico pauses and eyes easing in Q2; Chile inflation stays in check
- In one line: Disinflation on track despite January uptick.
- In one line: The likely long pause is here.
In one line: The dovish pressure to remain on the ECB going into the March forecasts.
- US - Rates unlikely to track a much lower path with Warsh at the Fed
- EUROZONE - No change from the ECB this week amid mixed data
- UK - GDP likely unchanged in December but activity will pick up in Q1
- CHINA+ - How Beijing is using diplomacy to expose cracks in Western alliances
- EM ASIA - Taiwan Q4 GDP hits a 21st-century high; our call was spot on
- LATAM - Brazil signals March easing; Chile holds but cuts likely ahead
In one line: Tentative signs of a recovery after the mayhem of 2025.
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries
- In one line: A deceptively soft headline.
