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.
june 2026
- In one line: An insurance hike, on top of last week's off-cycle insurance hike.
- In one line: Still anxious about inflation, in spite of recent positive developments.
- In one line: Activity holds up, but signs of cooling are emerging.
- In one line: Mean-reversion up in food inflation should now start to plateau.
- In one line: Food and utilities keep inflation elevated.
- In one line: Inflation improves, but the balance of risks remains hawkish.
- In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.
- In one line: Commodity-price boost to two-way trade is finally here.
- In one line: Food drives the initial bounce-back.
- In one line: Manufacturing is finally starting to stabilise.
- In one line: Supply chain disruptions providing a temporary boost to activity.
- In one line: A welcome bounce, as war risks continue to recede.
- In one line: New Governor Shin signals rate hikes are on the way
- 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.
