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
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September CPI & August IP Miguel Chanco (Chief EM Asia Economist)
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: A deceptively quiet end to Q3 for trade.
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: Food inflation is firming up fast, but core disinflation is a strong anchor.
- In one line: Ignore the jump in the surplus; import demand is crashing.
- In one line: A sturdy—but narrow—end-Q3 bump.
- In one line: Pause continues, but further easing is still very much on the table.
- In one line: A consumer-led dip, but durables growth is probably bottoming-out.
- In one line: Third time (un)lucky.
- In one line: Expect this to be a temporary headline bounce.
- In one line: A more confident uptick, with tariff clouds receding.
- 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: Acting now, while the space to do so comfortably remains available.
- In one line: Holding—understandably—in spite of the tariff let-down.
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
- In one line: Outright food deflation is here, as predicted.
- In one line: Expect a further rise in food inflation in the July report.
- In one line: No signs yet of food disinflation stabilising.
- In one line: Near-zero inflation is once again around the corner.
