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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: Markets believe the ECB is done; we don’t.
In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.
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.
In one line: November data hold the key to the size of the next ECB rate hike.
U.S. - How the Fed Could be Done After the December Rate Hike
EUROZONE - The October Inflation Data are a Halloween Nightmare for the ECB
U.K. - The MPC will talk down rate expectations this week
CHINA+ - Covid Restrictions Drag Down China’s PMIs
EM ASIA - Tomorrow’s RBI Meeting Means that a December Hike is Off
LATAM - Lula Wins His Third Term in a Tight Race; Bolsonaro Yet to Concede
U.S. - The Proportionality Rule Suggests a Serious 2023 Recession is Unlikely
EUROZONE - We Look for 75bp from the ECB this Week, as does Everyone Else
U.K. - Expect Painful Public Spending Cuts to be Announced Next Week
CHINA+ - China’s Reopening Rebound is More Flawed than it First Appears
EM ASIA - A Rupiah-Defensive Hike by BI, but the Currency Needs Minimal Help
LATAM - Inflation in Mexico is now Heading South, but Banxico won’t Back Down
In one line: Small downward revision not enough to convince the ECB to hike by less than 75bp next week.
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