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.
In one line: Stagflation is back, with a vengeance.
In one line: Downside risks are widening.
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- US - Cooling rent inflation will overwhelm the energy price boost
- EUROZONE - Look past the noise in Iran for a simple path forward for the ECB
- UK - CPI preview 2: early Easter helps push inflation to 3.3% in March
- CHINA+ - All that glitters is not gold: China’s flawed Q1 GDP print
- EM ASIA - GDP growth in Singapore slows in Q1, but masks strong electronics
- LATAM - Brazil’s economy holds up, but growth is slowing and narrowing
- In one line: Activity remains firm, but growth is clearly slowing.
In one line: Inflation is headed for 3%, and it will stay close to this level for a while.
- US - The fading tariff hit will overwhelm oil’s impact on core inflation
- EUROZONE - Energy shock’s hit to growth in Spain and Italy will mainly start from Q2
- UK - GDP likely trending up before the war in Iran
- CHINA+ - Iran war hits China via trade channel, but with limited impact
- EM ASIA - Vietnam’s solid Q1 GDP may be as good as it gets in 2026
- LATAM - Chile’s growth stalling, but BCCh is stuck on hold
- In one line: Soft core increase shows domestically-generated inflation in check.
- In one line: Keeping calm and carrying on with a sensible pause.
- US - The March labor market data look worse beneath the surface
- EUROZONE - Further rise in price pressures will keep the SNB on the sidelines
- UK - Rundown of high saving rate can set a floor under spending in 2026
- CHINA+ - China’s profit turnaround meshes with strategic drive for high-tech
- EM ASIA - Inflation, not growth, is a bigger near-term issue for ASEAN factories
- LATAM - Credibility risks now dominate Colombia’s policy outlook
In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
- In one line: Core goods inflation unlikely to surge.
- In one line: A swift return to BI’s target range thanks to base effects.
- 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.
- US - The labor market is too weak to embed the Iran war inflation shock
- EUROZONE - EZ inflation will hit 3% soon, prompting two hikes by the ECB
- UK - Forecast review: lower growth, higher inflation, MPC on hold
- CHINA+ - China’s elderly-care insurance reform will lift GDP, but only slowly
- EM ASIA - INR’s ‘record’ fall in context; more a threat to Q2 growth than inflation
- LATAM - Banxico resumes easing, but rising risks sharply limit further cuts
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
