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.
Emerging Asia Datanotes
- 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.
- In one line: Solid headlines in services; weakness coming in industrial output.
- In one line: Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: Activity slips again as headwinds build.
- In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.
- In one line: Headline is going nowhere for the rest of this year.
- In one line: Inflation eases, pointing to softer Q4 average.
- In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Cautious COPOM holds steady amid uncertainty.
- In one line: The post-“Liberation Day” recovery in sentiment continues.
- In one line: Tariff-led jump in goods inflation likely to be temporary.
- In one line: In line with our view of Swiss economic weakness.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: A deceptively quiet end to Q3 for trade.
- 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: Investment stimulus should lift China's manufacturing index from October's trough
