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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.
In one line: The ECB still has 50-to-75bp to go.
In one line: The rise in core inflation cements at least two more 50bp hikes.
In one line: The headline has peaked, but the core hasn’t, and that’s a problem for the ECB.
In one line: Soft CPI, partly due to the 2023 change in weights.
In one line: Energy inflation is falling, but the core isn’t.
In one line: Something for both hawks and doves.
In one line: No near-term relief likely in core inflation.
In one line: Here comes the pivot.
U.S. - The Inflation Debate is Two-Sided, but we’re Sticking to Optimism
EUROZONE - The Swiss Economy Fared Worse than Germany’s in Q3
U.K. - The Cliff-Edge in Energy Price Support Next Year will Aggravate the Recession
CHINA+ - The BoJ will not Flinch at Rising Consumer Prices
EM ASIA - Look Out for a Simultaneous Pivot by BI and the BSP in December
LATAM - Colombia’s Economy Remains Solid, but can Petro Keep Growth Going?
In one line: November data hold the key to the size of the next ECB rate hike.
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