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
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may 2026 Duncan Wrigley
- In one line: Deputy Governor Himono warns of potential inflation overshoot
- In one line: New Governor Shin signals rate hikes are on the way
- In one line: Japan's inflation slowed in April, but that probably won't dissuade the BoJ from hiking
- In one line: On hold despite April slowdown
- In one line: Buoyed by rocketing chip exports
- In one line: Subdued, thanks to expanded childcare subsidies
- In one line: Resilient to the energy shock so far
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- domestic demand weakened, while manufacturers’ sentiment was resilient
- In one line: Korean exports jump, thanks to chip sales; oil product shipments surge
- IIn one line: BoJ on hold amid oil shock risks and divided inflation views
- In one line: China’s producer prices continued improvement, ahead of the oil price surge
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory