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 cpi & january ip
- 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: Activity remains firm, but growth is clearly slowing.
- In one line: Soft core increase shows domestically-generated inflation in check.
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: Trade surplus and exports will soon see brighter days.
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
- In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
