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: Inflation expectations show waning faith in the MPC’s ability to hit 2% inflation.
- In one line: Consumer spending growth has slowed only a little since the Iran war started.
- In one line: Political drama likely weighed on the RICS in May, but underlying activity remains weak.
- In one line: GDP still on track to grow 0.2% quarter-to-quarter in Q2, despite unwinding fuel hoarding and a doctor's strike cutting output in April.
- In one line: High energy costs begin to feed through to core import price inflation.
- In one line: Mean-reversion up in food inflation should now start to plateau.
- In one line: Mean-reversion up in food inflation should now start to plateau.
Malaysian spending feels the impact of the Middle East shock
- In one line: Food and utilities keep inflation elevated.
- In one line: Food and utilities keep inflation elevated.
- In one line: Inflation improves, but the balance of risks remains hawkish.
- In one line: Inflation improves, but the balance of risks remains hawkish.
In one line: The ECB will hike again, but when?
In one line: As expected, and further tightening is likely.
War hit to Indonesian retail sales is here, and we've likely not seen the worst of it
HOUSE PRICES DIP IN MARCH...
- ...AND ACTIVITY WILL REMAIN SUBDUED THROUGHOUT 2026
- Headline inflation has hit a three-year high, but we see few signs of increasing underlying pressures.
- The energy shock will lift core goods prices in the coming months, but shelter inflation will cool.
- Slowing wage growth suggests a sustained climb in inflation for core services ex-rent is unlikely.
- The rebound in Mexico’s industry eases recession fears, but manufacturing activity is far from a boom.
- Services remain Brazil’s main growth engine, supported by resilient domestic demand…
- …But persistent inflation and softer surveys suggest services growth will moderate further.
- BI shocked with an off-cycle 25bp hike this week, likely removing the need for another one next week.
- Its Fed and C/A views are overly bearish, while the foreign equity rout may be just a one-off adjustment.
- Retail sales growth crashed into the red in April, somewhat unfairly, but the worst is still to come.
- Chinese satellite imagery concurs with April’s activity slump, with urban luminosity falling on an annual basis.
- May’s activity data are likely to stay weak, weighed down by soft domestic demand, though better than April.
- Fiscal deposit deployment may support May’s FAI, while spending faces payback effects from trade-in policies.
