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: Still pointing to upside risks to our forecast for Q4.
- In one line: Private sector activity growth slows but Q4 still set to be better than Q3.
- In one line: Solid headlines in services; weakness coming in industrial output.
- In one line: Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
- In one line: Easing should resume in December, with a final 25bp move.
- US - How much is AI contributing to the labor market slowdown?
- EUROZONE - Swiss economy shrinks more than expected in Q3; Q4 will be better
- UK - GDP headline means a rate cut, but the underlying picture is better
- CHINA+ - China’s logistics ambitions: from SF Express to the Northeast Passage
- EM ASIA - Inventories make Thailand’s Q3 GDP look worse than it actually was
- LATAM - Brazil’s economy slowing rapidly in Q3; Chile’s first round fragmented
- In one line: Activity slips again as headwinds build.
- In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.
- In one line: Headline is going nowhere for the rest of this year.
- US - Tariffs unlikely to drive a big “re-shoring” of US manufacturing
- EUROZONE - Swiss GDP fell in Q3 and the economy is now likely in recession
- UK - Only 15 sleeps to go until the Budget, but firms brush off worries
- CHINA+ - China’s export growth more resilient than the headline figures suggest
- EM ASIA - Philippines’ ugly Q3 GDP long in the making; ICI will make things worse
- LATAM - Banxico cautious as core inflation stickiness curbs easing prospects
- In one line: Inflation eases, pointing to softer Q4 average.
- In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Cautious COPOM holds steady amid uncertainty.
- In one line: The post-“Liberation Day” recovery in sentiment continues.
- In one line: Tariff-led jump in goods inflation likely to be temporary.
- US - Indicators of consumers’ spending are starting to flash amber
- EUROZONE - The ECB keeps rates steady as inflation and GDP look resilient
- UK - MPC preview: holding Bank Rate steady but signalling cuts
- CHINA+ - Xi-Trump meet-up: temporary trade truce tilted in China’s favour
- EM ASIA - Taiwan’s GDP growth still strong, but we think it’s finally peaked
- LATAM - BCCh holds rates as political noise grows; Mexico’s GDP falls in Q3
- In one line: In line with our view of Swiss economic weakness.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: A deceptively quiet end to Q3 for trade.
