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.
October 2025
- 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
- In one line: Inflation falls again; BCCh likely to cut rates.
- In one line: Growth holding up, but momentum set to slow in H2.
- In one line: Banxico cuts again, but rising inflation and a split Board signal a slower, more cautious easing cycle ahead.
- In one line: Solid start to Q2, but consumption faces headwinds.
- In one line: COPOM surprises with a 25bp hike but signals a pause.
- In one line: Disinflation remains on track.
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
- In one line: Q1 surge driven by agriculture; broader gains show resilience.
