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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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In one line: Dovish, but far from underwriting a further rate cut.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Back to growth; reversal of net trade drag a big upside risk to 2026 growth.
In one line: Muted rebound in core goods prices suggests tariff pass-through is slowing.
In one line: Only a washout in November can deliver an ECB rate cut now.
Tariffs still pushing goods inflation higher, but services inflation looks soft under the hood.
In one line: BoJ won’t be shocked by modest rise in inflation; likely to hold rates next week waiting for clarity on the new government’s fiscal easing
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