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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Miguel Chanco (Chief EM Asia Economist)
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- 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: A consumer-led dip, but durables growth is probably bottoming-out.
- In one line: Third time (un)lucky.
- In one line: Expect this to be a temporary headline bounce.
- In one line: A more confident uptick, with tariff clouds receding.
- In one line: Surprisingly soft all around.
- In one line: Still-robust export growth is driving the trade surplus to its highest in years.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
- In one line: Acting now, while the space to do so comfortably remains available.
- In one line: Holding—understandably—in spite of the tariff let-down.
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
In one line: Export growth is in for a weaker H2.
- In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.
