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: Tariffs will snatch defeat from the jaws of victory.
- In one line: Easing back on; three more cuts to go, from our vantage point.
- In one line: MXN depreciation clouds the outlook.
- In one line: Expect at least two more consecutive 25bp cuts.
- In one line: Sticky due to temporary shocks.
- In one line: Short-lived, policy-induced deflation is over.
- US - Stagnation in GDP is now our base case, after the tariff madness
- EUROZONE - We think the EZ economy is now entering a technical recession
- UK - GDP likely unchanged in February as manufacturing drags on growth
- CHINA+ - China’s brinkmanship with the US likely aimed at forcing start of talks
- EM ASIA - GDP downgrades and more rate cuts, in the wake of ‘Liberation Day’
- LATAM - LatAm positioned to capitalise on trade shifts and tariff pressures
Healthcare driving payroll growth again; ongoing support will offset some tariff damage.
In one line: Holding at a 46-month low, but will rise again soon; Swiss retaliation to US tariff hikes poses an upside risk.
- In one line: The nascent improvement is far from comprehensive.
Tariff uncertainty is weighing on manufacturing.
- In one line: A poor headline, but the underlying trend remains positive.
In one line: Soft enough for an April cut? We don’t think so.
- US - Liberation Day to reduce uncertainty, but at what inflation cost?
- EUROZONE - Data signal an ECB pause in April, ‘Liberation Day’ permitting
- UK - Cuts and creative accounting will restore the fiscal headroom
- CHINA+ - The BoJ to focus on tariff impact, as food inflation builds again
- EM ASIA - Unsurprisingly, Taiwan’s central bank continues to hold rates
- LATAM - Tough days for Banxico demand bold monetary policy action
