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.
Valuation and Affordability
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: Enough for the MPC to cut, but inflation is proving persistent.
- In one line: Retail strength holds; mining hit by temporary setback.
- In one line: Mexico’s growth holding up in Q2, but headwinds are mounting.
- In one line: Mexico’s growth holding up in Q2, but headwinds are mounting.
- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
- In one line: Solid start to Q2, but consumption faces headwinds.
- In one line: Solid start to Q2, but consumption faces headwinds.
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
- In one line: Retail softens in April, but growth momentum is holding up.
- In one line: Mexico’s economy outperforms in Q1, but risks loomlarge.
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
- In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.
- In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand.
- In one line: Strengthening domestic spending can cushion the tariff blow.
