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Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.
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A narrow and likely short-lived uptick in ASEAN’s PMI for November
Inflation moves closer to the lower bound of BI’s target range; S/T stability coming
PMI buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
China Caixin and Korean manufacturing PMIs buoyed by rising near-term demand; but under the shadow of protectionism risks in 2025
LATAM ECONOMIES FACE UNCERTAIN PATH UNDER TRUMP 2.0…
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: Rising enough to prevent a 50bp cut in December, we think.
In one line: French inflation signals EZ HICP in line with the consensus.
In one line: A setback, but seasonals look unduly restrictive.
In one line: Switzerland will still outperform the EZ this year, despite slower growth in Q3.
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
Tokyo headline inflation surges, but mainly thanks to higher energy and fresh food inflation
In one line: HICP headline likely held back by falling food inflation, but the core firmed.
MARKET REPRICES FOR FEWER RATE CUTS...
In one line: Headline oddly stable; consumer inflation expectations surge.
In one line: The rebound in narrow money is accelerating.
In one line: In line with expectations, just about.
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