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.
january cpi & december ip
- 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: 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: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
- 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.
- 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: Dovish, but far from underwriting a further rate cut.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
- In one line: Activity ended 2025 on a soft note, reinforcing the case for easing ahead.
- 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.
