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.
Datanotes
- In one line: Trade surplus and exports will soon see brighter days.
- In one line: Iran war hits most factories hard; price shock immediate and big.
- In one line: BanRep hikes again, doubling down on credibility.
In one line: The stagflation shock is underway.
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
- In one line: BCCh Rate Decision, Chile, March, 2026
- In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
- domestic demand weakened, while manufacturers’ sentiment was resilient
- In one line: In one line: inflation fell in February, ahead of oil price surge
- In one line: Korean exports jump, thanks to chip sales; oil product shipments surge
- In one line: LPRs steady; PBoC aims for "price recovery”
In one line: Balanced, until the mic drop at the end.
- In one line: From a “good place” to a stagflationary shock.
- In one line: On hold, stronger emphasis on FX intervention.
- IIn one line: BoJ on hold amid oil shock risks and divided inflation views
In one line: The ECB is no longer 'in a good place.'
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- 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?
