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.
In one line: Revised down, the ECB will still stand pat tomorrow.
In one line: Revised down, the ECB will still stand pat tomorrow.
In one line: Down, mirroring fall in PMI.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
- In one line: Expect a quick follow-up cut in February.
- In one line: Activity should continue to rise in Q1 2026.
The implied jump in services inflation makes little sense.
- In one line: Budget chaos hits job growth, but pay growth remains strong nonetheless so the MPC will have to be cautious.
- In one line:Some of the downside was noise and will unwind, but GDP will now do well to rise 0.1% quarter-to-quarter in Q4.
- In one line: The trade balance should improve in November as erratic falls unwind and goods exports rise.
- In one line: Small fall in inflation expectations helps the case for a rate cut next week.
October's strength in control sales looks unlikely to last.
Lackluster, but not alarming enough for a January easing.
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: Down but still one for the ECB hawks.
- The NFIB survey’s hiring intentions index increased in November to its highest level since May 2023...
- ...But first estimates of private payrolls have undershot its implied level by 50K on average since Q1.
- The regional Fed surveys and the Census Bureau’s biweekly business survey show weaker hiring plans.
- Brazil — Polarised political outlook
- Colombia — Markets brace for next year's election
- Peru — Stability but with political fragility
