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.
october 2023
- In one line: Made to look much worse by Diwali distortions.
- In one line: Export growth finally comes back down to earth; 2027 should be a bit better.
- In one line: Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
- In one line: Headline is going nowhere for the rest of this year.
- In one line: Inflation eases, pointing to softer Q4 average.
- In one line: Headline inflation drops again in October, supporting Banxico’s cautious easing path.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: The post-“Liberation Day” recovery in sentiment continues.
- In one line: Tariff-led jump in goods inflation likely to be temporary.
- In one line: Raising our 2026 average inflation forecast to just over 3%.
- In one line: Down, but the SNB will ignore it.
In one line: Investment stimulus should lift China's manufacturing index from October's trough
- In one line: On hold, waiting for clearer disinflation.
In one line: Fading demand weighs on flash PMI manufacturing activity
- In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Expect this to be a temporary pause from the new Governor and Co.
