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.
- Behind-the-scenes diplomacy has set the stage for Sino-US trade dialogue.
- We expect the bilateral relationship to thaw as internal pressure forces both to the negotiating table.
- Korea fast-tracks US trade talks as tariffs weaken exports and drive industrial activity to a 31-month low.
- Indonesian CPI came in above expectations in April, mainly reflecting the end of power discounts.
- The consensus for the Philippines’ Q1 GDP is well-positioned; we expect a similar-ish 5.8% print.
- The MAS is likely to ease policy further in July, but October could be more 50-50.
- Jump in April core inflation was due to Easter effects in services; the remaining components were soft.
- Dovish forecasts from the ECB will pave the way for for a back-to-back 25bp rate cut next month…
- …and we now look for an additional 25bp cut in July, but also hikes next year, in June and September.
- In one line: Q1 ends on a strong note, but growth set to slow.
- In one line: Q1 ends on a strong note, but growth set to slow.
In one line: Consistent with slower growth in Q2.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
- In one line: Electricity discounts are now well and truly a thing of the past.
Indonesia’s electricity discounts are now well and truly a thing of the past
- In one line: Headline index steady in April; but a lot of pain lies ahead.
Headline index steady in April; but a lot of pain lies ahead.
- Tariff uncertainty supported payrolls in April, by temporarily boosting the logistics and retail sectors...
- ...But hiring intentions have weakened and a sharp decline in activity in the logistics sector is in train.
- We’re pushing back our forecast for Fed easing to July, from June, but we still expect 75bp this year.
- Colombia’s central bank resumes its cautious easing cycle amid fragile growth and persistent inflation risks.
- BanRep balances disinflation momentum with fiscal slippage and intensifying external noise.
- Uncoordinated policy signals undermine credibility as Colombia faces deteriorating fundamentals.
Households stunned by the tariff shock.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
- In one line: Surprise rate cut signals cautious support for the recovery.
- In one line: Surprise rate cut signals cautious support for the recovery.
