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: What stabilization?
- In one line: Inflation surprised to the downside, but upside risks are emerging.
In one line: Revision due to Ireland; core domestic demand was strong.
In one line: Members hold rates, but seem spooked by the Middle East crisis.
In one line: Inflation holds steady; negative rates even less likely than earlier.
- In one line: Q4 confirms stagnation as tight policy weighs on capex.
- In one line: Rising domestic and external demand lifting most boats.
- US - Soft February jobs to imply Fed will ease again midyear, despite Iran war
- EUROZONE - Markets now look for an ECB hike this year, but we doubt it
- UK - Energy prices could stop the MPC cutting more than once this year
- CHINA+ - Low Tokyo headline inflation allows BoJ to take its time on rate moves
- EM ASIA - India’s new GDP more stable and carries greater credibility
- LATAM - Brazil’s inflation still benign as seasonal hits distort February print
In one line: Encouraging signs, but big headwinds remain.
- In one line: Services rebounded, partly offsetting renewed weakness in manufacturing.
- In one line: An understandable, and likely temporary, breather to start 2026.
- In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
- In one line: No post-Ukraine-war like burst, yet, to expect from export growth.
In one line: Growth will pick up further in 2026.
In one line: Dovish, but far from underwriting a further rate cut.
- In one line: Members say “why wait” via a surprise cut.
In one line: LPRs unchanged, with China relying on fiscal policy to support growth
- US - Does 2025 consumption data support the K-shaped narrative?
- EUROZONE - EZ February PMIs keep alive the idea of a modest cyclical upturn
- UK - March rate cut highly likely after jobless rate hits 5 year high
- CHINA+ - Momentum but no boom in the Year of the Horse
- EM ASIA - Has the sun set on Taiwan’s non-electronics industries?
- LATAM - Mexico activity stabilises after Q4 rebound, but risks loom in 2026
In one line: Consistent with a modest recovery.
