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.
june cpi & may ip
- 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: Manufacturing is finally starting to stabilise.
- In one line: Supply chain disruptions providing a temporary boost to activity.
- In one line: New Governor Shin signals rate hikes are on the way
- In one line: Japan's inflation slowed in April, but that probably won't dissuade the BoJ from hiking
- In one line: Huge—defensive—hike.
- In one line: On hold despite April slowdown
- In one line: Inflation persistence is becoming harder for the BCRP to dismiss.
- 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.
- IIn one line: Banxico cuts rates, likely ending the easing cycle.
- In one line: Core inflation remains sticky, keeping Banxico cautious.
- In one line: No surprises.
- 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.
