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.
january 2026
- In one line: Japan's inflation slowed in April, but that probably won't dissuade the BoJ from hiking
- In one line: Huge—defensive—hike.
- In one line: On hold despite April slowdown
- In one line: Activity softened at the end of Q1.
- In one line: Inflation persistence is becoming harder for the BCRP to dismiss.
- In one line: Boosted by several one-time jumps; momentum to fade this summer.
- In one line: Food price pressures at the margin are collapsing.
- In one line: A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
- IIn one line: Banxico cuts rates, likely ending the easing cycle.
- In one line: Core inflation remains sticky, keeping Banxico cautious.
- In one line: No surprises.
- In one line: Still losing steam.
- In one line: Activity is stabilizing at the margin, but the industrial sector remains a clear drag.
In one line: Prices index likely sending a false alarm.
- In one line: Buoyed by rocketing chip exports
- In one line: Subdued, thanks to expanded childcare subsidies
- In one line: BanRep pauses, but credibility questions linger.
In one line: Growth outside of the tech sector already was anemic ahead of the energy shock.
- In one line: Activity contracted sharply in Q1, and the outlook is difficult.
- In one line: Resilient to the energy shock so far
