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.
- Colombia’s inflation pressures are broadening, delaying further progress towards BanRep’s target…
- …Housing, services and food are keeping Colombian inflation elevated despite restrictive monetary policy.
- Chile’s benign CPI suggests the oil-price pass-through is limited and largely contained, for now.
- The ECB will hike this week, commencing a modest tightening as the US-Iran war drives up inflation.
- An upgrade to the ECB’s 2027 inflation forecast likely will be the main hawkish flash point this week.
- The ECB, faced with the risk of doing too little or too much in light of rising inflation, prefers the latter.
In one line: Strong trade surplus likely offsets valuation drag on China’s FX reserves
In one line: China’s RatingDog composite PMI signals faster Q2 GDP growth; services PMI lifted by holiday demand
In one line: Hong Kong PMI partially recovers on Golden Week tourism demand and construction.
In one line: Korea’s WDA export growth accelerates further on rising chip demand.
In one line: China’s RatingDog PMI reinforces NBS evidence of softer industrial production and export growth in May
In one line: Korea’s manufacturing activity hit a 5 year high on precautionary stock-building
In one line: Holiday services demand lifts China's non-manufacturing activity, while construction activity recovers slightly
In one line: China’s official PMI weighed down by May holiday disruption and payback from March’s overshoot.
In one line: A setback, but not enough to reverse recent strength.
- In one line: Slowing growth and easing price pressures skews risks towards rates on hold in 2026.
- In one line: Construction PMI likely too downbeat, but output still set to fall over the coming months.
- In one line:Car registrations resilient in May but demand will slow as higher borrowing costs bite.
- In one line: Easing price expectations and falling jobs raise the chances of the MPC keeping rates on hold.
In one line: Early days, but industry looks on track for a solid Q2.
In one line: Regular wage growth rose above 3% for three straight months
Consumption activity rebounded in April
- Household survey data signal a stable labor market, implying a high chance of downward payroll revisions.
- The recent recovery in consumer-facing payrolls is likely to peter out now tax refunds have been spent.
- The AI drag is intensifying gradually; all leading survey indicators of payrolls point to a renewed slowdown.
- Industrial output in Brazil enters Q2 solidly, supported by commodities and resilient demand.
- Manufacturing and capital goods continue to lag, highlighting weak capex and high real rates.
- Persistent inflation and tariff risks threaten to prolong industry’s uneven recovery in H2.
- The RBI’s twin worries, over fading growth and rising inflation, point to a continued rate standstill…
- …We’ve upped our 2026 growth call to 7.0%, but the details of the ‘strong’ Q1 GDP aren’t convincing.
- Philippine and Thai CPI surprised to the downside in May, as we predicted; the BSP is still likely to hike.
