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Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 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: Markets believe the ECB is done; we don’t.
In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.
In one line: President Lagarde hints at more hikes post March but keeps cards close to her chest on number and size.
In one line: At least one more 50bp hike is on the way; no change to QT plans.
In one line: No near-term relief likely in core inflation.
In one line: ECB hawks to markets; “we’re the captain now”.
In one line: Here comes the pivot.
In one line: November data hold the key to the size of the next ECB rate hike.
U.S. - The Labor Market is Softening; Further Fed Hikes are Dangerous
EUROZONE - Hawkish ECB speak remains consistent with a 50bp hike in December
U.K. - Still Set for a Recession, Despite the Lower Path for Borrowing Costs
CHINA+ - China’s current account surplus shoots higher in Q3
EM ASIA - Indonesia’s Q3 GDP Shows its Economy is in a League of its Own
LATAM - The Mexican Economy Defied Many Drags in Q3, but Pain is Coming
In one line: An early hint of slower rate rises; the ECB is incentivising banks to repay TLTRO III funds.
U.S. - The Proportionality Rule Suggests a Serious 2023 Recession is Unlikely
EUROZONE - We Look for 75bp from the ECB this Week, as does Everyone Else
U.K. - Expect Painful Public Spending Cuts to be Announced Next Week
CHINA+ - China’s Reopening Rebound is More Flawed than it First Appears
EM ASIA - A Rupiah-Defensive Hike by BI, but the Currency Needs Minimal Help
LATAM - Inflation in Mexico is now Heading South, but Banxico won’t Back Down
In one line: Small downward revision not enough to convince the ECB to hike by less than 75bp next week.
In one line: More tightening on the way.
In one line: Punchy, and more rate hikes are coming.
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