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: SNB to stand pat through 2026 as the economy faces stagflation.
- In one line: Still losing steam.
- In one line: Activity is stabilizing at the margin, but the industrial sector remains a clear drag.
- 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: 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.
- In one line: Activity contracted sharply in Q1, and the outlook is difficult.
- In one line: Resilient to the energy shock so far
- In one line: Copom cuts, but rising inflation keeps the easing cycle cautious.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: Decent, but positive momentum is fading.
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- US - FOMC to signal little urgency to shift policy, but will keep easing bias
- EUROZONE - Week in preview: Inflation up, growth stable, the ECB on hold
- UK - Week in review: inflation pressure rockets while growth holds up
- CHINA+ - War tilts leverage towards China ahead of Xi-Trump summit in May
- EM ASIA - THB needed a correction, but its fundamentals are weakening
- LATAM - Mexican growth weakens as labour softens; policy easing to be gradual
- In one line: Labour market holds up, but activity is weakening.
In one line: Stagflation is back, with a vengeance.
In one line: Downside risks are widening.
