Global Publications
Below is a list of our Global Publications for the last 6 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.
January CPI & December IP
- In one line: A very unwelcome leap in the trade surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Positive near-term revisions offset the subpar January print; a March easing is off the table.
Samuel TombsGlobal
- In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
Samuel TombsGlobal
- In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Modest January pressures offer little relief to a challenging inflation outlook.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A good start to the year, supporting further policy normalisation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Inflation spikes in January, driven by electricity tariffs.
Andrés Abadía (Chief LatAm Economist)Global
- Pre-tariff upturn probably will be fleeting.
Oliver Allen (Senior US Economist)Global
- In one line: The recovery continues, and expect further good news in Q1.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Hot, but all eyes on tariffs this morning.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: A huge, albeit temporary, gift from the new government.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Not the best of starts to 2025.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold, as uncertainty has increased substantially.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Another bold rate hike and a continued hawkish stance.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold due to increased uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Ignore the volatility, the trade surplus is growing, slowly.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Carpet being rolled out for a February rate cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A modest cut; approaching the end of the easing cycle.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest downtick in late Q4, but the outlook is grim.
Andrés Abadía (Chief LatAm Economist)Global
