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.
Global Daily Monitor
- In one line: Inflation persistence is becoming harder for the BCRP to dismiss.
- In one line: Boosted by several one-time jumps; momentum to fade this summer.
- In one line: Food price pressures at the margin are collapsing.
- US - Hiring plans too weak for recent payrolls momentum to be sustained
- Eurozone - How to find the AI boom in the EZ macroeconomic data
- UK - Underlying GDP growth likely resilient in March
- China+ - Beijing sets terms for Xi-Trump summit amid ongoing Iran tensions
- EM Asia - Dubious leap in public spending behind Indonesia’s Q1 GDP beat
- Latam - Mexico’s headline inflation under control, but core still sticky
- In one line: A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
- IIn one line: Banxico cuts rates, likely ending the easing cycle.
- In one line: Core inflation remains sticky, keeping Banxico cautious.
- In one line: No surprises.
- In one line: Still losing steam.
- US - April data to dash hopes of a labor market turnaround
- EUROZONE - The ECB will hike in June barring a miracle in global energy markets
- UK - A couple of hikes coming this year, but with more of a delay
- CHINA+ - Governor Ueda’s attempt to ‘thread the needle’ leaves currency exposed
- EM ASIA - Taiwan’s Q1 GDP growth beats all expectations, hitting 13.7%
- LATAM - COPOM’s cautious second rate cut; Chile on hold as the oil shock hits
- In one line: Activity is stabilizing at the margin, but the industrial sector remains a clear drag.
In one line: Prices index likely sending a false alarm.
- In one line: Buoyed by rocketing chip exports
- In one line: Subdued, thanks to expanded childcare subsidies
- In one line: BanRep pauses, but credibility questions linger.
In one line: See you in June, for a hike.
In one line: Growth outside of the tech sector already was anemic ahead of the energy shock.
In one line: In wait-and-see mode, but we suspect with a hawkish bias.
In one line: Nasty, and it will get nastier still soon.
In one line: Q1 growth undershoots expectations; labour market holding up, for now.
