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: Manufacturing is going nowhere fast.
- In one line: Activity loses momentum in August due mainly to weak mining.
- In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.
- In one line: Ignore the jump in the surplus; import demand is crashing.
- In one line: A sturdy—but narrow—end-Q3 bump.
- In one line: Pause continues, but further easing is still very much on the table.
In one line: Broad improvement ahead of investment stimulus
- US - September payrolls likely rose only modestly, despite favorable seasonals
- EUROZONE - SNB stands pat; we now think the easing cycle is over
- UK - Consumers’ confidence staying resilient despite the headwinds
- CHINA+ - Japan’s manufacturing sector yet to see tariff relief, despite US deal
- EM ASIA - Indonesia’s finance minister sets himself up for failure with budget
- LATAM - Banxico eases amid fragile growth, inflation, and trade uncertainty
