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.
- Mexico’s Q4 GDP growth beat expectations, driven by strength in services, and easing inflation.
- Retail sales and leading indicators improved, but job-market cooling tempers domestic-demand outlook.
- Banxico is pausing easing, as trade risk, fiscal tightening and sticky core inflation constrain the outlook.
- Booming Korean exports in the first 20 days of February are mainly a semiconductor story…
- …Chip exports skyrocketed almost 180% thanks to rising prices and volumes.
- The BoK is likely to hold rates on Friday, despite soft activity outside the tech sector.
- Booming Korean exports in the first 20 days of February are mainly a semiconductor story…
- …Chip exports skyrocketed almost 180% thanks to rising prices and volumes.
- The BoK is likely to hold rates on Friday, despite soft activity outside the tech sector.
- Mr. Trump’s new tariffs on the EU are little changed, but will they shift the timing of US imports?…
- …A universal US tariff reduces the disinflationary threat to EZ core goods from Chinese dumping.
- Italian energy prices will fall further this year, as the government aims to lower electricity and gas prices.
- A jump in payroll-measured productivity has coincided with the proliferation of AI tools.
- Studies link AI exposure and weak hiring in some sectors, but the impact is tiny at a macro level, so far.
- The impact of AI will build over time, but the general equilibrium effects on the economy are hard to call.
An undoubtedly hot start to the year for two-way trade in Thailand
Pointing to a slowdown in underlying GDP growth in Q1.
The latest sales data are near worthless; homebuilders are still under pressure.
- In one line: Retail sales ended 2025 on a firm footing.
Underlying growth still solid in Q4, but likely to wane.
In one line: Consistent with a modest recovery.
In one line: Consistent with a modest recovery.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
- Headline GDP growth in Q4 was depressed by the federal shutdown; underlying growth was robust.
- Consumers, however, will slow down this year and non-AI capex will remain weak.
- The effective tariff rate will be slightly lower under the new tariffs, but the inflation outlook is little changed.
