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.
bi-weekly cpi and igae
- In one line: Deputy Governor Himono warns of potential inflation overshoot
- In one line: Mean-reversion up in food inflation should now start to plateau.
- In one line: Food and utilities keep inflation elevated.
- In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.
In one line: All set for a 25bp rate hike next week.
- In one line: Food drives the initial bounce-back.
- 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: Core inflation remains sticky, keeping Banxico cautious.
- In one line: Subdued, thanks to expanded childcare subsidies
In one line: Nasty, and it will get nastier still soon.
- In one line: Labour market holds up, but activity is weakening.
In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
- In one line: A swift return to BI’s target range thanks to base effects.
- In one line: In one line: inflation fell in February, ahead of oil price surge
- In one line: On hold, stronger emphasis on FX intervention.
In one line: The ECB is no longer 'in a good place.'
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- In one line: Core pressures pushed inflation up slightly and the outlook is worsening.
