Global Publications
Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 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.
November CPI & October IP
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Electricity discounts are now well and truly a thing of the past.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Tariffs will snatch defeat from the jaws of victory.
Samuel TombsGlobal
- In one line: Short-lived, policy-induced deflation is over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Weak economic activity curbing inflation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A surprising—though likely temporary—dip into outright deflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Seasonals still failing to offset new year price rises; February data will reassure the FOMC.
Samuel TombsGlobal
- In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Hot, but all eyes on tariffs this morning.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: A huge, albeit temporary, gift from the new government.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Under pressure, and threats abound.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Upside risks building in energy, but the Q1 core looks benign on our forecasts.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: A modest gain, in contrast to sectoral data.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Carpet being rolled out for a February rate cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A modest downtick in late Q4, but the outlook is grim.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A credible pop in growth, Diwali noise aside.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Undershooting expectations; a relief for the BCCh.
Andrés Abadía (Chief LatAm Economist)Global
