Global Publications
Below is a list of our Global Publications for the last 5 months. If you are looking for reports older than 5 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: At 0.2% for third straight month.
- In one line: Manufacturing is going nowhere fast.
- In one line: Activity loses momentum in August due mainly to weak mining.
- In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.
- In one line: Ignore the jump in the surplus; import demand is crashing.
- In one line: A sturdy—but narrow—end-Q3 bump.
- In one line: Pause continues, but further easing is still very much on the table.
In one line: Broad improvement ahead of investment stimulus
- US - September payrolls likely rose only modestly, despite favorable seasonals
- EUROZONE - SNB stands pat; we now think the easing cycle is over
- UK - Consumers’ confidence staying resilient despite the headwinds
- CHINA+ - Japan’s manufacturing sector yet to see tariff relief, despite US deal
- EM ASIA - Indonesia’s finance minister sets himself up for failure with budget
- LATAM - Banxico eases amid fragile growth, inflation, and trade uncertainty
- In one line: A consumer-led dip, but durables growth is probably bottoming-out.
In one line: No cut today; is the SNB easing cycle over?
In one line: Korea’s September WDA exports plunge, led by US and China.
In one line: BoJ stays put on rates in September, starts ETFs and J-REITs offloading plan
In one line: China’s commercial banks keep LPR steady in September; PBoC wary of a buoyant equity market
In one line: Manufacturing sector gloom amid tariff weight and political risks
- US - FOMC likely to ease a further 50bp this year, but expect close votes
- EUROZONE - We’re lifting our EURUSD forecast, but not enough for a rate cut
- UK - Week in review: Sticky inflation and questionable slack
- CHINA+ - Xi-Trump call: Trust rebuilding, finer TikTok details still being ironed out
- EM ASIA - Three consecutive surprises from BI and we expect another in October
- LATAM - Copom holds Selic but normalisation path emerging; Argentina in trouble
In one line: Eking out some growth.
In one line: That’s more like it, but upturn in manufacturing is on borrowed time.
In one line: Political brinkmanship comes at a cost.
- In one line: Third time (un)lucky.
