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: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
- US - Immigration probably will continue to add meaningfully to labor supply
- EUROZONE - A 30% US tariff would send the EZ economy into recession in H2
- UK - Consumer spending to be supported by solid income growth
- CHINA+ - China’s ‘glass half-full’ money and credit data
- EM ASIA - BNM more worried about GDP growth than we expectedEM ASIA -
- LATAM - Brazil’s recovery stalls as financial and external headwinds mount
- In one line: Outright food deflation is here, as predicted.
- In one line: Recovery stalls as financial headwinds mount.
- In one line: Cooling inflation meets new headwinds.
- In one line: Core pressures lingering, but disinflation resumes.
- In one line: Producer deflation worsens due to weather hitting construction, a jump in renewable energy generation and trade frictions
- In one line: Inflation falls again; BCCh likely to cut rates.
- US - Markets drew the wrong conclusions from June’s labor market data
- EUROZONE - No changes to our forecasts yet, despite delay to US tariff-rate hikes
- UK - Between a rock and a hard place sits fudging the fiscal rules
- CHINA+ - Japan’s wages hit by plunging bonuses, as trade war bites
- EM ASIA - Vietnamese growth to come off the boil in H2 if GDP data turn realistic
- LATAM - Brazil’s manufacturing slumps, but mining shows resilience
In one line: Back above zero, but unlikely to stay there for long.
In one line: Supply-side disruptions giving way to weak demand
- In one line: Growth holding up, but momentum set to slow in H2.
In one line: June’s increase will more than reverse in July.
In one line: Pointing to downside risks for GDP in Q2.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
- In one line: Post-export-front-loading clouds continue to darken.
In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound
- US - Expect soft June payrolls, and yet another set of downward revisions
- EUROZONE - June’s EZ inflation rise will more than reverse in July and August
- UK - Payroll data have gone haywire; job growth is likely improving
- CHINA+ - BoJ to sit tight as stagflation risk rears its ugly head
- EM ASIA - Hoping we’re not jinxing it…we rescind our call for SBV cuts in 2025
- LATAM - Banxico signals slower data-driven easing, as inflation risks persist
