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.
boj policy decision
- In one line: Easing “nearing its end”, but we still see a terminal rate of 4.25%.
- In one line: Not buying 8%-plus growth either, but taking the chance before CPI mean-reverts.
- In one line: Easing should resume in December, with a final 25bp move.
- In one line: On hold, reflecting a cautious global backdrop despite continued soft inflation.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Cautious COPOM holds steady amid uncertainty.
- In one line: In line with our view of Swiss economic weakness.
- In one line: Down, but the SNB will ignore it.
In one line: Thin gruel, but a bit of clarity on the ECB’s ETS2 assumptions.
- In one line: Nothing to see here, move along.
- In one line: On hold, waiting for clearer disinflation.
- In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
- In one line: Pause continues, but further easing is still very much on the table.
