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.
August 2025
- In one line: Jump in new orders obscures underlying weakness
- In one line: Growth slows as capex falls, but services hold up.
- In one line: WDA-export growth holds up despite tariff ructions
- In one line: Modest activity gains
- In one line: Surprisingly soft all around.
- In one line: A less-dovish cut, but expect at least one more before the end of 2025.
In one line: BoK stays put amid US pressure not to weaken currency
- In one line: Acting now, while the space to do so comfortably remains available.
- In one line: Inflation eases as demand cools.
- In one line: Disinflation resumes, but risks linger.
- In one line: Holding—understandably—in spite of the tariff let-down.
- In one line: A further climb in goods inflation is still in the pipeline.
- In one line: Revisions reveal a sharp slowdown; September easing incoming.
- In one line: Mining volatility drags on Q2, but growth outlook holds firm.
- In one line: On hold, signalling caution amid heightened uncertainty.
- In one line: Mexico’s growth holding up in Q2, but headwinds are mounting.
- In one line: Recovery stalls as financial headwinds mount.
- In one line: Cooling inflation meets new headwinds.
- In one line: Core pressures lingering, but disinflation resumes.
- In one line: Producer deflation worsens due to weather hitting construction, a jump in renewable energy generation and trade frictions
