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.
December 2025
- 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: 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.
- In one line: Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: Activity slips again as headwinds build.
- In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.
- In one line: Headline is going nowhere for the rest of this year.
- In one line: Inflation eases, pointing to softer Q4 average.
- In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Cautious COPOM holds steady amid uncertainty.
- In one line: The post-“Liberation Day” recovery in sentiment continues.
- In one line: Tariff-led jump in goods inflation likely to be temporary.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
