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: Lackluster, but not alarming enough for a January easing.
In one line: Down but still one for the ECB hawks.
In one line: Pointing to upside risks to our call for French GDP to fall in Q4.
In one line: Q4 will still be better than Q3.
- US - Lackluster payrolls, but not alarming enough for a January easing
- EUROZONE - ECB preview: EZ policy rates to stay on hold all the way until 2027
- UK - CPI preview 2: headline falling to 3.5%, but services up to 4.7%
- CHINA+ - China’s domestic demand still in the slow lane as policy boost fades
- EM ASIA - “End” to BSP’s easing will come when rates fall to 4.25%
- LATAM - Kast’s mandate signals Chile’s return to discipline, and market confidence
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
- In one line: On hold, as we expect it to be until early 2027.
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Inflation under control, opening the door to gradual rate cuts.
- US - Consumer resilience is ebbing as year-end approaches.
- EUROZONE - SNB to stand pat despite fall in inflation.
- UK - PMI shows growth stabilising after Budget chaos.
- CHINA+ - China's Politburo focus on domestic demand and structural issues.
- EM ASIA - RBI resumes its easing cycle, but this cut will likely be its last.
- LATAM - Brazil's Q3 GDP stalls as tight financial conditions bite.
- In one line: Revised up despite a drag from net trade.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
- In one line: Growth almost stalls as industry steadies and agriculture rebounds.
- In one line: Swiss economy still struggling according to PMI.
- In one line: Inflation has further to fall, but SNB easing is done.
- US - Why are tariff revenues falling short of everyone’s projections?
- EUROZONE - Swiss and Italian GDP recovering; their fortunes will diverge in 2026
- UK - Delayed fiscal tightening gives the MPC little reason to cut rates more
- CHINA+ - China’s consumption promotion plan flatters to deceive
- EM ASIA - Egg on our faces for India’s Q3, but the detail is with us
- LATAM - Inflation eases further; Copom likely to cut rates in January
- In one line: Core goods inflation likely to retreat in H1 2026.
- In one line: Made to look much worse by Diwali distortions.
In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
- In one line: The turn in rising food inflation is here.
