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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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In one line: BoK stays put amid US pressure not to weaken currency
In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders.
In one line: Up, but output is still falling.
In one line: Only little signs of a hit from higher US tariffs.
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
In one line: Korea’s early export data remains sturdy on WDA basis amid US trade uncertainty
In one line: Above consensus; September cut hangs in the balance.
In one line: A blow for ECB doves and September rate cut hopes.
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