Global Publications
Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 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.
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
- In one line: On hold, as we expect it to be until early 2027.
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Inflation under control, opening the door to gradual rate cuts.
- US - Consumer resilience is ebbing as year-end approaches.
- EUROZONE - SNB to stand pat despite fall in inflation.
- UK - PMI shows growth stabilising after Budget chaos.
- CHINA+ - China's Politburo focus on domestic demand and structural issues.
- EM ASIA - RBI resumes its easing cycle, but this cut will likely be its last.
- LATAM - Brazil's Q3 GDP stalls as tight financial conditions bite.
- 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.
