Pantheon Publications
Below is a list of our Publications for the last 5 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.
Global
- In one line: Expect this to be a temporary headline bounce.
In one line: The ECB is happy at 2%, for now.
In one line: ECB doves need better persuasion skills.
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan’s flash manufacturing PMI nears 50, boosted largely by domestic demand.
In one line: Japan’s export show strain from tariffs, with cars and steel leading declines.
In one line: Korea’s 20-day exports rebound in August, monthly momentum firms despite fading US front-loading.
- In one line: China’s producer prices continue to fall amid involution and weak demand
- In one line: Improvement in producer deflation appears mainly driven by short-term factors, more than policy yet
- In one line: Headline inflation eases, but core remains sticky.
- US - Payrolls warrant much looser policy, but 50bp next week is unlikely
- EUROZONE - Swiss inflation details are dovish; SNB rate cut to -0.25% still on
- UK - GDP likely unchanged month-to-month in July
- CHINA+ - China’s exports lose steam on low-techs; slump in US exports persists
- EM ASIA - Confident BNM holds fire on further easing, following July cut
- LATAM - Mexico’s economy holds steady, but capex weakness and trade risks persist
- In one line: SNB cut this month still on, just.
- In one line: A more confident uptick, with tariff clouds receding.
- In one line: Jump in new orders obscures underlying weakness
- In one line: Growth slows as capex falls, but services hold up.
- In one line: The end of September rate cut hopes.
- US - August payrolls likely will maintain the pressure for looser Fed policy
- EUROZONE - ECB’s easing cycle is over; risks now tilting to rate hikes, in 2027
- UK - Insolvencies holding steady despite the barrage of headwinds
- CHINA+ - Chinese manufacturers tolerate tariff shifts, but small firms struggle
- EM ASIA - BI’s urgency to cut faster since July in context; expect at least one more
- LATAM - Banxico slows pace of easing as core inflation pressures persist
- In one line: WDA-export growth holds up despite tariff ructions
- In one line: Modest activity gains
