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: Activity is stabilizing at the margin, but the industrial sector remains a clear drag.
- In one line: Decent, but positive momentum is fading.
- In one line: Labour market holds up, but activity is weakening.
- In one line: Core goods inflation unlikely to surge.
- In one line: A swift return to BI’s target range thanks to base effects.
- In one line: Iran war hits most factories hard; price shock immediate and big.
- In one line: BanRep hikes again, doubling down on credibility.
- In one line: BCCh Rate Decision, Chile, March, 2026
- 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.
