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: Activity holds up, but signs of cooling are emerging.
- In one line: Commodity-price boost to two-way trade is finally here.
- In one line: A welcome bounce, as war risks continue to recede.
- In one line: Japan's inflation slowed in April, but that probably won't dissuade the BoJ from hiking
- In one line: Boosted by several one-time jumps; momentum to fade this summer.
- In one line: Food price pressures at the margin are collapsing.
- In one line: A mixed bag; hiring indicators suggest a long wait for a substantial improvement.
- In one line: Core inflation remains sticky, keeping Banxico cautious.
- In one line: Still losing steam.
In one line: Prices index likely sending a false alarm.
- In one line: Buoyed by rocketing chip exports
- In one line: Subdued, thanks to expanded childcare subsidies
- In one line: BanRep pauses, but credibility questions linger.
- In one line: Resilient to the energy shock so far
- In one line: Copom cuts, but rising inflation keeps the easing cycle cautious.
- In one line: The war has been ‘good’ for the MPC’s policy space.
- In one line: BoJ on hold, but Governor Ueda's lack of clear policy signalling leaves JPY exposed
- In one line: An insurance hike; most probably a “one and done”.
- In one line: Another month, another hold, as global assumptions are downgraded further.
- In one line: Keeping calm and carrying on with a sensible pause.
