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: Supply-side disruptions giving way to weak demand
- In one line: Growth holding up, but momentum set to slow in H2.
In one line: June’s increase will more than reverse in July.
In one line: Pointing to downside risks for GDP in Q2.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Export growth probably will buckle again in Q3.
- In one line: Post-export-front-loading clouds continue to darken.
In one line: Caixin PMI concurs with official index in showing manufacturing activity rebound
- US - Expect soft June payrolls, and yet another set of downward revisions
- EUROZONE - June’s EZ inflation rise will more than reverse in July and August
- UK - Payroll data have gone haywire; job growth is likely improving
- CHINA+ - BoJ to sit tight as stagflation risk rears its ugly head
- EM ASIA - Hoping we’re not jinxing it…we rescind our call for SBV cuts in 2025
- LATAM - Banxico signals slower data-driven easing, as inflation risks persist
- In one line: Consumer-facing industries are buckling.
In one line: Manufacturing activity index rises thanks to eased tariff tensions and domestic policy support
- In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.
In one line: Tokyo inflation cools, thanks to restart of energy subsidies
- In one line: Pausing, for now.
- US - Consumption looks vulnerable to the looming real-income shock
- EUROZONE - SNB shies away from negative rates for now; EZ PMI holds steady
- UK - Week in review: an August cut to Bank Rate looking more likely
- CHINA+ - Japanese auto exports bear the brunt of US tariff hikes
- EM ASIA - BSP, rightly unfazed by oil prices, leaves door open to two more cuts
- LATAM - COPOM surprises with a final hike and signals a prolonged pause
- In one line: Solid start to Q2, but consumption faces headwinds.
In one line: Holding steady.
In one line: Are we too downbeat on Germany?
In one line: Stuck in the mud, but also underestimating growth.
In one line: Japan’s GDP shrinks for the first time in a year, reinforcing the BoJ's wait-and-see stance.
