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
- US - Payrolls warrant much looser policy, but 50bp next week is unlikely
- EUROZONE - Swiss inflation details are dovish; SNB rate cut to -0.25% still on
- UK - GDP likely unchanged month-to-month in July
- CHINA+ - China’s exports lose steam on low-techs; slump in US exports persists
- EM ASIA - Confident BNM holds fire on further easing, following July cut
- LATAM - Mexico’s economy holds steady, but capex weakness and trade risks persist
- In one line: SNB cut this month still on, just.
- In one line: A more confident uptick, with tariff clouds receding.
- In one line: Jump in new orders obscures underlying weakness
- In one line: Growth slows as capex falls, but services hold up.
- In one line: The end of September rate cut hopes.
- US - August payrolls likely will maintain the pressure for looser Fed policy
- EUROZONE - ECB’s easing cycle is over; risks now tilting to rate hikes, in 2027
- UK - Insolvencies holding steady despite the barrage of headwinds
- CHINA+ - Chinese manufacturers tolerate tariff shifts, but small firms struggle
- EM ASIA - BI’s urgency to cut faster since July in context; expect at least one more
- LATAM - Banxico slows pace of easing as core inflation pressures persist
- In one line: WDA-export growth holds up despite tariff ructions
- In one line: Modest activity gains
- In one line: Surprisingly soft all around.
- In one line: Still-robust export growth is driving the trade surplus to its highest in years.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
In one line: BoK stays put amid US pressure not to weaken currency
- US - We think a September easing will be the first of many
- EUROZONE - Germany is balancing on the edge of recession and recovery
- UK - Week in review: August rate cut looks increasingly like a mistake
- CHINA+ - Japan’s inflation elevated, with no easy cure for rice-price headache
- EM ASIA - BI’s urgency to cut faster since July in context; expect at least one more
- LATAM - Our LATAM team is on leave this week, publication will resume on Sep 2nd
In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders.
In one line: Up, but output is still falling.
In one line: Only little signs of a hit from higher US tariffs.
- In one line: Acting now, while the space to do so comfortably remains available.
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
