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: See you in June, for a hike.
In one line: Growth outside of the tech sector already was anemic ahead of the energy shock.
In one line: In wait-and-see mode, but we suspect with a hawkish bias.
In one line: Nasty, and it will get nastier still soon.
In one line: Q1 growth undershoots expectations; labour market holding up, for now.
- In one line: Activity contracted sharply in Q1, and the outlook is difficult.
- In one line: Resilient to the energy shock so far
- In one line: Copom cuts, but rising inflation keeps the easing cycle cautious.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: Decent, but positive momentum is fading.
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- US - FOMC to signal little urgency to shift policy, but will keep easing bias
- EUROZONE - Week in preview: Inflation up, growth stable, the ECB on hold
- UK - Week in review: inflation pressure rockets while growth holds up
- CHINA+ - War tilts leverage towards China ahead of Xi-Trump summit in May
- EM ASIA - THB needed a correction, but its fundamentals are weakening
- LATAM - Mexican growth weakens as labour softens; policy easing to be gradual
- In one line: Labour market holds up, but activity is weakening.
In one line: Stagflation is back, with a vengeance.
In one line: Downside risks are widening.
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- US - Cooling rent inflation will overwhelm the energy price boost
- EUROZONE - Look past the noise in Iran for a simple path forward for the ECB
- UK - CPI preview 2: early Easter helps push inflation to 3.3% in March
- CHINA+ - All that glitters is not gold: China’s flawed Q1 GDP print
- EM ASIA - GDP growth in Singapore slows in Q1, but masks strong electronics
- LATAM - Brazil’s economy holds up, but growth is slowing and narrowing
- In one line: Activity remains firm, but growth is clearly slowing.
In one line: Inflation is headed for 3%, and it will stay close to this level for a while.
