Pantheon Macroeconomics
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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: Encouraging signs, but big headwinds remain.
In one line: Growth will pick up further in 2026.
In one line: Dovish, but far from underwriting a further rate cut.
In one line: LPRs unchanged, with China relying on fiscal policy to support growth
In one line: Consistent with a modest recovery.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory
In one line: Better than we thought; growth will pick up in Q1.
In one line: Decent growth confirmed, but risks tilted towards a downward revision in the third estimate.
In one line: Inflation holds steady; SNB will stand pat even if inflation falls below zero for a few months.

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