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.
Emerging Asia Datanotes
- In one line: On hold, as we expect it to be until early 2027.
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Inflation under control, opening the door to gradual rate cuts.
- In one line: Revised up despite a drag from net trade.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
- In one line: Growth almost stalls as industry steadies and agriculture rebounds.
- In one line: Swiss economy still struggling according to PMI.
- In one line: Inflation has further to fall, but SNB easing is done.
- In one line: Core goods inflation likely to retreat in H1 2026.
- In one line: Made to look much worse by Diwali distortions.
In one line: RatingDog PMI stung by waning domestic demand, despite buoyant overseas orders
- In one line: The turn in rising food inflation is here.
- In one line: Export growth finally comes back down to earth; 2027 should be a bit better.
- In one line: Strengthening to a 38-month high.
