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 - Expect payback for May’s below-trend rise in the CPI over the summer
- EUROZONE - Jumbo cut from SNB incoming; EURUSD rally should peter out
- UK - MPC preview: on hold, but more open to a cut in August
- CHINA+ -China’s productivity opportunity can cushion demographic pressure
- EM ASIA - Malaysian retail sales remain weak, but high debt is no major worry
- LATAM - Mexico’s inflation rises again in May; Banxico to ease cautiously
- In one line: No signs yet of food disinflation stabilising.
- US - Mr. Trump is right; the labor market will need substantial Fed easing soon
- EUROZONE - Irish distortions return; we revise down our Q2 EZ GDP forecast
- UK - CPI preview: we still think May inflation will match the MPC’s call
- CHINA+ - China’s residential market enjoying only a modest boost
- EM ASIA - RBI’s surprise front-loading of cuts doesn’t mark the finish line
- LATAM - Uncertainty and caution behind Mexico’s faltering domestic demand
In one line: Japan's manufacturing PMI rose as US importers rushed orders ahead of Tariff reprieve expiry.
In one line: China's monthly exports rebounded in May, thanks to tariff reprieve.
- In one line: Disinflation remains on track.
- In one line: Front-loading most of this year’s remaining cuts.
In one line: China's manufacturing activity shrinks at a slower pace in May due to US tariff reprieve
In one line: Japan's core CPI surprise points to continued squeeze on real wages
In one line: BoK cuts to 2.50% on weaker growth outlook amid tariff war impact
- In one line: A bounce of sorts, but manufacturing is still shaky.
In one line: Korea's exports set back less severe than expected, as tariff reprieve offers breathing space
Plunge in Caixin manufacturing gauge won't trigger a knee-jerk policy response
In one line: All set for doves to take charge of ECB policy over the summer.
In one line: Below zero; brace for a 50bp cut from the SNB.
- US - Weaker consumers’ spending and higher core inflation lie ahead
- EUROZONE - Soft inflation data signal dovish ECB and SNB meetings in June
- UK - Forecast review: Stronger growth and sticky inflation take away a cut
- CHINA+ - China’s residential market enjoying only a modest boost
- EM ASIA - India’s investment-led Q1 leap is unreliable; consumers still in doubt
- LATAM - Solid start for Chile’s Q2 growth; subdued inflation pressures in Peru
In one line: Manufacturing remains under pressure.
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
- In one line: Near-zero inflation is once again around the corner.
- In one line: A partially welcome collapse in the surplus.
