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.
November CPI & October IP
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: Under pressure, and threats abound.
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: A modest gain, in contrast to sectoral data.
Andrés Abadía (Chief LatAm 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 downtick in late Q4, but the outlook is grim.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A credible pop in growth, Diwali noise aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Undershooting expectations; a relief for the BCCh.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Reassuringly unchanged readings to close out 2024.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A not-so-welcome leap in the trade surplus.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A decent start to Q4, but downside risks remain for 2025.
Andrés Abadía (Chief LatAm Economist)Global
In one line: No major surprises; red carpet being relaid for rate cuts.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Core inflation continues to fall, allowing Banxico to cut rates further.
Andrés Abadía (Chief LatAm Economist)Global
Tentative signs of improvement, but still weak.
Oliver Allen (Senior US Economist)Global
- In one line: Moving closer to the lower bound of BI’s target range; S/T stability coming.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A narrow and likely short-lived uptick.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: An overdue bounce in demand from India moves the export recovery forward.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Headline inflation rebounds as electricity tariffs rise.
Andrés Abadía (Chief LatAm Economist)Global
