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.
2026
- 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
- In one line: Copom cuts, but rising inflation keeps the easing cycle cautious.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: Decent, but positive momentum is fading.
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- In one line: Labour market holds up, but activity is weakening.
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- In one line: Activity remains firm, but growth is clearly slowing.
- In one line: Soft core increase shows domestically-generated inflation in check.
- In one line: Keeping calm and carrying on with a sensible pause.
- In one line: Core goods inflation unlikely to surge.
- In one line: A swift return to BI’s target range thanks to base effects.
- In one line: Trade surplus and exports will soon see brighter days.
- In one line: Iran war hits most factories hard; price shock immediate and big.
