Pantheon Macroeconomics
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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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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
In one line: All set for a rebound into year-end.
In one line: Above consensus; September cut hangs in the balance.
In one line: A blow for ECB doves and September rate cut hopes.
In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks

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