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.
April
- In one line: Solid start to Q2, but consumption faces headwinds.
- In one line: Recovery maintaining a solid pace, but external headwinds still loom.
- In one line: A partially welcome collapse in the surplus.
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
- 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: Electricity discounts are now well and truly a thing of the past.
- 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: The BCCh holds fire, as global risks intensify.
