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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June 2025 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: Pause continues, but further easing is still very much on the table.
- In one line: Third time (un)lucky.
- 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: Export growth is in for a weaker H2.
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
- In one line: Outright food deflation is here, as predicted.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: Post-export-front-loading clouds continue to darken.
