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: Still mainly a food story, but Middle East pressures should surface in the March data.
- EUROZONE - Three scenarios for the ECB as a new energy shock hits
- UK - GDP still on track to rise by 0.3% quarter-to-quarter in Q1
- CHINA+ - China seeks to project stability, while gradually patching up domestic issues
- EM ASIA - India and Indonesia will be backed into fuel hikes, but not yet rate hikes
- LATAM - Oil shock tests LatAm assets and central banks; Chile’s delicate start
- In one line: Core pressures pushed inflation up slightly and the outlook is worsening.
- In one line: China’s producer prices continued improvement, ahead of the oil price surge
In one line: What stabilization?
- In one line: Inflation surprised to the downside, but upside risks are emerging.
In one line: Revision due to Ireland; core domestic demand was strong.
In one line: Members hold rates, but seem spooked by the Middle East crisis.
In one line: Inflation holds steady; negative rates even less likely than earlier.
- In one line: Q4 confirms stagnation as tight policy weighs on capex.
- In one line: Rising domestic and external demand lifting most boats.
- US - Soft February jobs to imply Fed will ease again midyear, despite Iran war
- EUROZONE - Markets now look for an ECB hike this year, but we doubt it
- UK - Energy prices could stop the MPC cutting more than once this year
- CHINA+ - Low Tokyo headline inflation allows BoJ to take its time on rate moves
- EM ASIA - India’s new GDP more stable and carries greater credibility
- LATAM - Brazil’s inflation still benign as seasonal hits distort February print
In one line: Encouraging signs, but big headwinds remain.
- In one line: Services rebounded, partly offsetting renewed weakness in manufacturing.
- In one line: An understandable, and likely temporary, breather to start 2026.
- In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
- In one line: No post-Ukraine-war like burst, yet, to expect from export growth.
In one line: Growth will pick up further in 2026.
In one line: Dovish, but far from underwriting a further rate cut.
