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.
march/january
- In one line: Inflation surprised to the upside, while activity weakened sharply at the start of the year.
- domestic demand weakened, while manufacturers’ sentiment was resilient
- 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: Members hold rates, but seem spooked by the Middle East crisis.
- 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: No post-Ukraine-war like burst, yet, to expect from export growth.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
- 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.
- In one line: Disinflation on track despite January uptick.
In one line: China's manufacturing PMIs indicate sharp divergence between old and new industries
- In one line: A deceptively soft headline.
- In one line: Sturdy momentum is holding up.
- In one line: Another no-move meeting, with optimism building.
- In one line: The BI rate won’t go anywhere this year.