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
- US - September CPI to rise sharply, but by less than markets are pricing in
- EUROZONE - EZ GDP likely grew by 0.1% over the quarter in Q3, as in Q2
- UK - Another big Budget to add ‘belt and braces’ to fiscal headroom
- CHINA+ - What else do we expect in China’s 15th Five-Year Plan?
- EM ASIA -Malaysia’s Q3 GDP surprisingly rises, thanks to extractives
- LATAM - Slight momentum in Brazil’s economy, but the outlook is fragile
- In one line: Core is too strong for another rate cut in Q4.
- In one line: A modest improvement, but risks remain biased to the downside.
- US - What’s at stake if the AI boom turns to bust?
- EUROZONE - We’re lifting our Q3 GDP growth forecast for France
- UK - GDP likely unchanged in August as industrial output drags on growth
- CHINA+ - Renewed US-China trade tensions highlight fragility of their relations
- EM ASIA - A rude, if long overdue, awakening for the BSP’s talk of a “sweet spot”
- LATAM - BraMex inflation: diverging paths, same cautious central banks
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: Disinflation holds, but core pressures persist.
- In one line: Inflation rises marginally, but disinflation remains on track.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- US - Most alternative indicators of payrolls are garbage
- EUROZONE - Swiss inflation is low and set to fall, but the SNB will ignore it
- UK - H1 growth well-balanced, if we smooth through front-running
- CHINA+ -Japan’s likely new prime minister could lead the BoJ to delay rate rise
- EM ASIA - Still a matter of when, not if, the RBI will cut again; we look for December
- LATAM - BanRep holds rates as inflation persists, fiscal weakness deepens
- In one line: At 0.2% for third straight month.
- In one line: Manufacturing is going nowhere fast.
- In one line: Activity loses momentum in August due mainly to weak mining.
- In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.
- In one line: Ignore the jump in the surplus; import demand is crashing.
- In one line: A sturdy—but narrow—end-Q3 bump.
- In one line: Pause continues, but further easing is still very much on the table.
In one line: Broad improvement ahead of investment stimulus
- US - September payrolls likely rose only modestly, despite favorable seasonals
- EUROZONE - SNB stands pat; we now think the easing cycle is over
- UK - Consumers’ confidence staying resilient despite the headwinds
- CHINA+ - Japan’s manufacturing sector yet to see tariff relief, despite US deal
- EM ASIA - Indonesia’s finance minister sets himself up for failure with budget
- LATAM - Banxico eases amid fragile growth, inflation, and trade uncertainty
