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.
- US - Labor market risks mean the FOMC will hint at further easing to come
- EUROZONE - Resilience in EZ PMIs, but growth expectations are now higher too
- UK - Payrolls look implausibly weak, vacancies are stable
- CHINA+ - BoJ resists market pressure to hike rates, ahead of snap election
- EM ASIA - Expect a quiet year for BI rate action; independence worries overblown
- LATAM - Mexico’s headline inflation under control, but core still sticky
- In one line: Activity falters in November; growth constraints persist.
In one line: Decent, but now signals downside risks relative to official forecasts.
In one line: Off to a decent start in Q1.
In one line: Strength in manufacturing, but PMIs signal weakness in services.
- In one line: Another no-move meeting, with optimism building.
- In one line: The BI rate won’t go anywhere this year.
- US - Have foreign businesses eaten the increase in US tariffs?
- EUROZONE - Greenland now the epicentre of a frayed EU-US relationship
- UK - GDP growth in Q4 will beat the MPC’s forecast
- CHINA+ - PBoC focusing on targeted support to further strategic goals
- EM ASIA - Malaysian Q4 GDP surprises to the upside, thanks again to the AI boom
- LATAM - Mexico’s consumption leads and capex lags; Brazil’s activity stabilising
In one line: The probability of further ECB easing is underpriced.
- In one line: Activity rebounds in November, but momentum remains weak.
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: One more decline coming in January before a rebound.
In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.
- US - December CPI suggests tariff pass-through is slowing
- EUROZONE - With friends like this…; how can the EU react as Trump eyes Greenland?
- UK - GDP likely rose in November despite pre-Budget uncertainty
- CHINA+ - China’s inflation firms in December, but sustained reflation still tricky
- EM ASIA - Reasons to believe Vietnam’s Q4 GDP growth shock is the peak
- LATAM - Brazil’s inflation hits target range; Mexico’s industry finds its footing
In one line: Still weak enough to sustain the pressure for more Fed easing.
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
- In one line: The ECB’s December forecasts now look too hawkish.
- US - December labor market data to maintain pressure on FOMC to ease
- EUROZONE - ECB doves get a late Christmas gift in Germany’s December HICP
- UK - Forecast review: five questions for the New Year
- CHINA+ - China’s services firms optimistic despite cooling in demand
- EM ASIA - Singapore GDP ends 2025 on a high, but we expect this to fade
- LATAM - Security, geopolitics and elections redefine LatAm’s political outlook
- In one line: Still struggling for momentum.
- In one line: Brace for a Q1 spike in headline inflation.
