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.
Global
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Cautious COPOM holds steady amid uncertainty.
- In one line: The post-“Liberation Day” recovery in sentiment continues.
- In one line: Tariff-led jump in goods inflation likely to be temporary.
- US - Indicators of consumers’ spending are starting to flash amber
- EUROZONE - The ECB keeps rates steady as inflation and GDP look resilient
- UK - MPC preview: holding Bank Rate steady but signalling cuts
- CHINA+ - Xi-Trump meet-up: temporary trade truce tilted in China’s favour
- EM ASIA - Taiwan’s GDP growth still strong, but we think it’s finally peaked
- LATAM - BCCh holds rates as political noise grows; Mexico’s GDP falls in Q3
- In one line: In line with our view of Swiss economic weakness.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: A deceptively quiet end to Q3 for trade.
- In one line: Down, but the SNB will ignore it.
In one line: Only a washout in November can deliver an ECB rate cut now.
In one line: Investment stimulus should lift China's manufacturing index from October's trough
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
- In one line: Nothing to see here, move along.
- In one line: A poor Q3, but early Q4 indicators hint at tentative stabilisation.
- In one line: On hold, waiting for clearer disinflation.
- US - Falling core services inflation to allow extended FOMC easing cycle
- EUROZONE - Not much for the ECB to talk about tomorrow; all eyes on December
- UK - Week in review: December rate-cut call, but reasons for caution still
- CHINA+ - US-China agree broad framework for trade ahead of Xi-Trump meet-up
- EM ASIA - A surprise hold, but BI isn’t done; we still see a cut to 4.50% by year-end
- LATAM - Policy shift nears in Brazil as disinflation deepens; Milei’s win
Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.
In one line: Driven higher by pick up in German activity.
In one line: Here comes the turn in Germany.
In one line: PMIs remain terrible, but INSEE survey data look better.
