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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.
Tariff-led jump goods inflation likely to be temporary.
In one line: In line with our view of Swiss economic weakness.
A deceptively quiet end to Q3 for Indonesian trade
Raising our 2026 average inflation forecast to just over 3%
In one line: Down, but the SNB will ignore it.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: In line with our forecast; a coin toss between 2.1% and 2.2% on the EZ HICP.
In one line: Investment stimulus should lift China's manufacturing index from October's trough
Investment stimulus should lift China's manufacturing index from October's trough
Tokyo inflation bump driven by local water subsidy expiry
In one line: BoJ stands pat amid trade uncertainty and wage caution as Takaichi takes helm
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