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.
September 2025
- 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.
- In one line: Banxico cuts again but strikes a cautious tone.
- In one line: Inflation steady in April, but underlying pressures persist, for now.
- In one line: Underlying pressures remain in check, despite a bad start to Q2.
- In one line: Disinflation resumes, and the near-term outlook remains benign.
- In one line: COPOM slows pace; signals prolonged hold on rates.
- In one line: Q1 ends on a strong note, but growth set to slow.
- In one line: Headline index steady in April; but a lot of pain lies ahead.
- In one line: Surprise rate cut signals cautious support for the recovery.
- In one line: Tariffs distort the numbers, but underlying growth was already slowing in Q1
