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.
february 2026
- In one line: Korean exports jump, thanks to chip sales; oil product shipments surge
- IIn one line: BoJ on hold amid oil shock risks and divided inflation views
- 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.
- In one line: China’s producer prices continued improvement, ahead of the oil price surge
In one line: What stabilization?
- In one line: Inflation surprised to the downside, but upside risks are emerging.
In one line: Members hold rates, but seem spooked by the Middle East crisis.
- In one line: Rising domestic and external demand lifting most boats.
In one line: Encouraging signs, but big headwinds remain.
- In one line: Services rebounded, partly offsetting renewed weakness in manufacturing.
- In one line: An understandable, and likely temporary, breather to start 2026.
- In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.
- In one line: No post-Ukraine-war like burst, yet, to expect from export growth.
- In one line: Members say “why wait” via a surprise cut.
In one line: LPRs unchanged, with China relying on fiscal policy to support growth
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: Above trend due to mild weather and a blip in healthcare jobs.
