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: Revised up despite a drag from net trade.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
- In one line: Growth almost stalls as industry steadies and agriculture rebounds.
- In one line: Swiss economy still struggling according to PMI.
- In one line: Inflation has further to fall, but SNB easing is done.
- US - Why are tariff revenues falling short of everyone’s projections?
- EUROZONE - Swiss and Italian GDP recovering; their fortunes will diverge in 2026
- UK - Delayed fiscal tightening gives the MPC little reason to cut rates more
- CHINA+ - China’s consumption promotion plan flatters to deceive
- EM ASIA - Egg on our faces for India’s Q3, but the detail is with us
- LATAM - Inflation eases further; Copom likely to cut rates in January
- In one line: Core goods inflation likely to retreat in H1 2026.
- In one line: Made to look much worse by Diwali distortions.
In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
- In one line: The turn in rising food inflation is here.
- In one line: Export growth finally comes back down to earth; 2027 should be a bit better.
- In one line: Strengthening to a 38-month high.
- US - Rising unemployment keeps a December FOMC easing in play
- EUROZONE - Inflation still on track to keep the ECB on hold in December
- UK - Week in review: hello December MPC rate cut
- CHINA+ - China’s residential market still has a way to go until recovery
- EM ASIA - India’s record trade deficit in October mainly an import story
- LATAM - Mexico’s recovery stalls as technical recession looms in H2
- 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.
