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.
In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.
- US - December CPI suggests tariff pass-through is slowing
- EUROZONE - With friends like this…; how can the EU react as Trump eyes Greenland?
- UK - GDP likely rose in November despite pre-Budget uncertainty
- CHINA+ - China’s inflation firms in December, but sustained reflation still tricky
- EM ASIA - Reasons to believe Vietnam’s Q4 GDP growth shock is the peak
- LATAM - Brazil’s inflation hits target range; Mexico’s industry finds its footing
In one line: Still weak enough to sustain the pressure for more Fed easing.
In one line: December inflation confirms that 2026 likely will be an uneventful year for the SNB.
- In one line: The ECB’s December forecasts now look too hawkish.
- US - December labor market data to maintain pressure on FOMC to ease
- EUROZONE - ECB doves get a late Christmas gift in Germany’s December HICP
- UK - Forecast review: five questions for the New Year
- CHINA+ - China’s services firms optimistic despite cooling in demand
- EM ASIA - Singapore GDP ends 2025 on a high, but we expect this to fade
- LATAM - Security, geopolitics and elections redefine LatAm’s political outlook
- In one line: Still struggling for momentum.
- In one line: Brace for a Q1 spike in headline inflation.
- In one line: Slump in export growth should soon bottom-out.
- In one line: H2 surge in manufacturing ends on a soft note.
In one line: Q3's strength is unlikely to be sustained.
In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks
In one line: Treading sideways
In one line: Still no hint to future rate path.
In one line: On hold, chances of further easing still slim to none.
- In one line: No rate cut needed.
In one line: Revised down, the ECB will still stand pat tomorrow.
- In one line: Look for a change in strategy—to RRR cuts—next year.
- In one line: Expect a quick follow-up cut in February.
In one line: Lackluster, but not alarming enough for a January easing.