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: 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
- In one line: Surprisingly soft all around.
- In one line: Still-robust export growth is driving the trade surplus to its highest in years.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
In one line: BoK stays put amid US pressure not to weaken currency
