# ![@PantheonMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2420903580.png) @PantheonMacro Pantheon Macro

Pantheon Macro posts on X about pantheon, inflation, macro, gdp the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2420903580/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2420903580/c:line/m:interactions.svg)

- [--] Week [-----] -14%
- [--] Month [------] +38%
- [--] Months [-------] -39%
- [--] Year [-------] -63%

### Mentions: [--] [#](/creator/twitter::2420903580/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2420903580/c:line/m:posts_active.svg)

- [--] Month [--] -93%
- [--] Months [---] -38%
- [--] Year [---] -56%

### Followers: [------] [#](/creator/twitter::2420903580/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2420903580/c:line/m:followers.svg)

- [--] Week [------] -0.01%
- [--] Month [------] +0.06%
- [--] Months [------] +0.97%
- [--] Year [------] +2%

### CreatorRank: [---------] [#](/creator/twitter::2420903580/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2420903580/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[travel destinations](/list/travel-destinations)  [finance](/list/finance)  [countries](/list/countries)  [us election](/list/us-election)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [musicians](/list/musicians)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands) 

**Social topic influence**
[pantheon](/topic/pantheon) #35, [inflation](/topic/inflation) #1067, [macro](/topic/macro), [gdp](/topic/gdp), [gdp growth](/topic/gdp-growth), [china](/topic/china), [tariffs](/topic/tariffs), [germany](/topic/germany), [mexico](/topic/mexico), [brazil](/topic/brazil)

**Top accounts mentioned or mentioned by**
[@clausvistesen](/creator/undefined) [@andresabadia](/creator/undefined) [@robwoodecon](/creator/undefined) [@samueltombs](/creator/undefined) [@ianshepherdson](/creator/undefined) [@mceconomist](/creator/undefined) [@duncanwrigley](/creator/undefined) [@melaniedebono](/creator/undefined) [@economistlam](/creator/undefined) [@elliottdoak](/creator/undefined) [@ollyallenecon](/creator/undefined) [@freyabeamish](/creator/undefined) [@meekitagupta1](/creator/undefined) [@gdickens11](/creator/undefined) [@elliotdoak](/creator/undefined) [@clausevistesen](/creator/undefined) [@ianshapherdson](/creator/undefined) [@andresandres](/creator/undefined) [@andreabadia](/creator/undefined) [@ollyallenceon](/creator/undefined)

**Top assets mentioned**
[April (APRIL)](/topic/april) [Optimism (OP)](/topic/optimism)
### Top Social Posts
Top posts by engagements in the last [--] hours

""The soft patch in ASEAN manufacturing continues" @mc_economist #PantheonMacro https://ow.ly/3wMq50U02o7 https://ow.ly/3wMq50U02o7"  
[X Link](https://x.com/PantheonMacro/status/1853712667770270167)  2024-11-05T08:15Z 16.9K followers, [---] engagements


""France hit a soft patch in Q4 which will extend into early 2025" @ClausVistesen #PantheonMacro https://ow.ly/TcxK50UF63Y https://ow.ly/TcxK50UF63Y"  
[X Link](https://x.com/PantheonMacro/status/1878721253416026536)  2025-01-13T08:30Z 16.9K followers, [---] engagements


""Mixed fortunes and cautious optimism in early 2025" @andres__abadia #PantheonMacro https://ow.ly/5sne50UZ8Fx https://ow.ly/5sne50UZ8Fx"  
[X Link](https://x.com/PantheonMacro/status/1889993130994245690)  2025-02-13T11:00Z 16.5K followers, [---] engagements


""BSP's surprise pause won't last long; real rates still way too high" @mc_economist #PantheonMacro https://ow.ly/FmTf50V002e https://ow.ly/FmTf50V002e"  
[X Link](https://x.com/PantheonMacro/status/1890313845354143982)  2025-02-14T08:15Z 16.5K followers, [---] engagements


""Cupid's arrow strikes for one more rate cut in Switzerland" @MelanieDebono #PantheonMacro https://ow.ly/ZhWJ50V004o https://ow.ly/ZhWJ50V004o"  
[X Link](https://x.com/PantheonMacro/status/1890317650741305812)  2025-02-14T08:30Z 16.5K followers, [---] engagements


""UK growth on the path to some recovery in Q1" @Robwoodecon #PantheonMacro https://ow.ly/xSc050V0068 https://ow.ly/xSc050V0068"  
[X Link](https://x.com/PantheonMacro/status/1890321384317788653)  2025-02-14T08:45Z 16.5K followers, [---] engagements


""PPI data signal core PCE inflation fell in January; further progress to come" @samueltombs #PantheonMacro https://ow.ly/GYVj50V008Q https://ow.ly/GYVj50V008Q"  
[X Link](https://x.com/PantheonMacro/status/1890362957860683990)  2025-02-14T11:30Z 16.5K followers, [---] engagements


""January's weak retail sales due to much more than just bad weather" @ollyallenecon #PantheonMacro https://ow.ly/a0tz50V1LA8 https://ow.ly/a0tz50V1LA8"  
[X Link](https://x.com/PantheonMacro/status/1891812500590493992)  2025-02-18T11:30Z 16.5K followers, [---] engagements


""Is Mr. Trump ushering in a second 'Hamiltonian moment' for Europe" @ClausVistesen #PantheonMacro https://ow.ly/ogRg50V2wOe https://ow.ly/ogRg50V2wOe"  
[X Link](https://x.com/PantheonMacro/status/1892129587141697802)  2025-02-19T08:30Z 16.5K followers, [---] engagements


""Job market holding up better than feared generating too strong pay" @Robwoodecon #PantheonMacro https://ow.ly/BqsJ50V2wQt https://ow.ly/BqsJ50V2wQt"  
[X Link](https://x.com/PantheonMacro/status/1892133331245949272)  2025-02-19T08:45Z 16.5K followers, [---] engagements


""Brazil's economy slows while Colombia's activity defies politics" @andres__abadia #PantheonMacro https://ow.ly/FK7x50V2wT5 https://ow.ly/FK7x50V2wT5"  
[X Link](https://x.com/PantheonMacro/status/1892167461090291971)  2025-02-19T11:00Z 16.5K followers, [---] engagements


""Very cold weather likely drove a plunge in housing starts in January" @samueltombs #PantheonMacro https://ow.ly/EwJp50V2wWU https://ow.ly/EwJp50V2wWU"  
[X Link](https://x.com/PantheonMacro/status/1892174889647280625)  2025-02-19T11:30Z 16.5K followers, [---] engagements


""China's local governments issue bonds for property stabilisation" @duncanwrigley #PantheonMacro https://ow.ly/GjeP50V39LM https://ow.ly/GjeP50V39LM"  
[X Link](https://x.com/PantheonMacro/status/1892484607016058906)  2025-02-20T08:01Z 16.5K followers, [---] engagements


""Decent headline but rising unemployment fears is a red flag." @ClausVistesen INSEE Consumer Confidence France February [----] #PantheonMacro"  
[X Link](https://x.com/PantheonMacro/status/1894660123135459823)  2025-02-26T08:05Z 16.5K followers, [---] engagements


""Hawkish GDP report shows growth beating the MPC's forecast" @ElliottDoak #PantheonMacro https://buff.ly/o5HwvQn https://buff.ly/o5HwvQn"  
[X Link](https://x.com/PantheonMacro/status/1956260950933147800)  2025-08-15T07:45Z 16.8K followers, [---] engagements


""EZ-US trade dwindling; little sign of trade diversion from China" @MelanieDebono #PantheonMacro https://buff.ly/6Jc1y6U https://buff.ly/6Jc1y6U"  
[X Link](https://x.com/PantheonMacro/status/1979087537902633469)  2025-10-17T07:30Z 16.8K followers, [---] engagements


""Mexico's economy struggling as tight conditions and trade uncertainty bite" @andres__abadia #PantheonMacro https://buff.ly/NcQFaBT https://buff.ly/NcQFaBT"  
[X Link](https://x.com/PantheonMacro/status/1980212459177685027)  2025-10-20T10:00Z 16.8K followers, [---] engagements


""China's Q3 growth holds up but investment weakness persists" @Economist_Lam #PantheonMacro https://buff.ly/aL5KEzB https://buff.ly/aL5KEzB"  
[X Link](https://x.com/PantheonMacro/status/1980536054215037282)  2025-10-21T07:26Z 16.8K followers, [---] engagements


""Monitor EZ GDP likely grew by 0.1% over the quarter in Q3 as in Q2" @MelanieDebono #PantheonMacro https://buff.ly/i0fQzZL https://buff.ly/i0fQzZL"  
[X Link](https://x.com/PantheonMacro/status/1980537760575344686)  2025-10-21T07:32Z 16.8K followers, [---] engagements


""Inflation forecasts 16bp lower as we assume VAT cut on energy bills" @Robwoodecon #PanthoenMacro https://buff.ly/JZQmWPc https://buff.ly/JZQmWPc"  
[X Link](https://x.com/PantheonMacro/status/1980540849080439195)  2025-10-21T07:45Z 16.8K followers, [---] engagements


""Germany could use some fiscal stimulus right about now" @ClausVistesen #PantheonMacro https://buff.ly/NbDtgl2 https://buff.ly/NbDtgl2"  
[X Link](https://x.com/PantheonMacro/status/1980899470922424384)  2025-10-22T07:30Z 16.8K followers, [---] engagements


""Mr. Petro's reckless diplomacy deepens crisis with Washington" @andres__abadia #PantheonMacro https://buff.ly/RYDEGD2 https://buff.ly/RYDEGD2"  
[X Link](https://x.com/PantheonMacro/status/1980937317528330729)  2025-10-22T10:00Z 16.8K followers, [---] engagements


""Inferring GDP growth from business surveys is error-fraught" @samueltombs #PantheonMacro https://buff.ly/6K9IB0k https://buff.ly/6K9IB0k"  
[X Link](https://x.com/PantheonMacro/status/1980944849953038682)  2025-10-22T10:30Z 16.8K followers, [---] engagements


"Global Monitor: "GDP growth in the Eurozone remained tepid in Q3" @ClausVistesen #PantheonMacro https://buff.ly/UwHMCpK https://buff.ly/UwHMCpK"  
[X Link](https://x.com/PantheonMacro/status/1980952467937378521)  2025-10-22T11:00Z 16.8K followers, [---] engagements


""A surprise hold but BI isn't done; we still see a cut to 4.50% by year-end" @mc_economist #PantheonMacro https://buff.ly/dXdlmrp https://buff.ly/dXdlmrp"  
[X Link](https://x.com/PantheonMacro/status/1981258064205390192)  2025-10-23T07:15Z 16.8K followers, [---] engagements


""EZ budget deficit now widening because of German spending" @MelanieDebono #PantheonMacro https://buff.ly/s2uC4Er https://buff.ly/s2uC4Er"  
[X Link](https://x.com/PantheonMacro/status/1981261932691595303)  2025-10-23T07:30Z 16.8K followers, [---] engagements


""December rate cut odds-on after inflation surprisingly stable" @Robwoodecon #PantheonMacro https://buff.ly/0NAA3Qz https://buff.ly/0NAA3Qz"  
[X Link](https://x.com/PantheonMacro/status/1981265611347857841)  2025-10-23T07:45Z 16.8K followers, [---] engagements


""Take little reassurance from resilient Homebase jobs data" @samueltombs #PantheonMacro https://buff.ly/jFQ71wk https://buff.ly/jFQ71wk"  
[X Link](https://x.com/PantheonMacro/status/1981307197351973052)  2025-10-23T10:30Z 16.8K followers, [---] engagements


""BoK stands pat this month but November rate cut still in play" @duncanwrigley #PantheonMacro https://buff.ly/DLc7jqi https://buff.ly/DLc7jqi"  
[X Link](https://x.com/PantheonMacro/status/1981616846114635898)  2025-10-24T07:00Z 16.8K followers, [---] engagements


""Years of poor real wage growth in Taiwan means no growth in retail" @MeekitaGupta1 #PantheonMacro https://buff.ly/12t3f29 https://buff.ly/12t3f29"  
[X Link](https://x.com/PantheonMacro/status/1981620450686816596)  2025-10-24T07:15Z 16.8K followers, [---] engagements


""More headroom and less inflation mean we cut our gilt-yield calls" @ElliottDoak #PantheonMacro https://buff.ly/cK2Z64a https://buff.ly/cK2Z64a"  
[X Link](https://x.com/PantheonMacro/status/1981627996990550243)  2025-10-24T07:45Z 16.8K followers, [---] engagements


""Mexico's economy weakened in Q3 but fragile stabilisation lies ahead" @andres__abadia #PantheonMacro https://buff.ly/pTxbUru https://buff.ly/pTxbUru"  
[X Link](https://x.com/PantheonMacro/status/1981662384696459708)  2025-10-24T10:01Z 16.8K followers, [---] engagements


""Japan's new prime minister focuses on obstinately elevated inflation" @DuncanWrigley #PantheonMacro https://buff.ly/v43S7lQ https://buff.ly/v43S7lQ"  
[X Link](https://x.com/PantheonMacro/status/1982720660238373083)  2025-10-27T08:06Z 16.8K followers, [---] engagements


""Tariff hit still the main story in India's PMIs; GST relief nowhere to be seen" @mc_economist #PantheonMacro https://buff.ly/S2z99JC https://buff.ly/S2z99JC"  
[X Link](https://x.com/PantheonMacro/status/1982722710074528215)  2025-10-27T08:15Z 16.8K followers, [---] engagements


""EZ PMI rises in October in line with our view GDP growth is picking up" ClausVistesen #PantheonMacro https://buff.ly/jprPhEq https://buff.ly/jprPhEq"  
[X Link](https://x.com/PantheonMacro/status/1982726539834687692)  2025-10-27T08:30Z 16.8K followers, [---] engagements


""Chile's election nears as markets balance optimism and political risk" @andres__abadia #PantheonMacro https://buff.ly/4kudwpJ https://buff.ly/4kudwpJ"  
[X Link](https://x.com/PantheonMacro/status/1982764460214231069)  2025-10-27T11:00Z 16.8K followers, [---] engagements


""Falling core services inflation to allow extended FOMC easing cycle" @samueltombs #PantheonMacro https://buff.ly/X4dCVRu https://buff.ly/X4dCVRu"  
[X Link](https://x.com/PantheonMacro/status/1982771838473097624)  2025-10-27T11:30Z 16.8K followers, [---] engagements


""Modest rise in tariff revenues implies a lower inflation peak" @samueltombs #PantheonMacro https://buff.ly/PvLEpCy https://buff.ly/PvLEpCy"  
[X Link](https://x.com/PantheonMacro/status/1983126854660718922)  2025-10-28T11:01Z 16.8K followers, [----] engagements


""Policy shift nears in Brazil as disinflation deepens; Milei's win" @andres__abadia #PantheonMacro https://buff.ly/3mWMWxu https://buff.ly/3mWMWxu"  
[X Link](https://x.com/PantheonMacro/status/1983126856271306943)  2025-10-28T11:01Z 16.8K followers, [---] engagements


""BLS remains weak but surveys point to strength in Italy in early Q4" @MelanieDebono #PantheonMacro https://buff.ly/ST2tNnG https://buff.ly/ST2tNnG"  
[X Link](https://x.com/PantheonMacro/status/1983451386944573576)  2025-10-29T08:30Z 16.8K followers, [---] engagements


""MPC preview: holding Bank Rate steady but signalling cuts" @Robwoodecon #PantheonMacro https://buff.ly/XankvIK https://buff.ly/XankvIK"  
[X Link](https://x.com/PantheonMacro/status/1983455058462220408)  2025-10-29T08:45Z 16.8K followers, [---] engagements


""Labour markets in Brazil and Mexico show signs of softening" @andres__abadia #PantheonMacro https://buff.ly/fnKLD7f https://buff.ly/fnKLD7f"  
[X Link](https://x.com/PantheonMacro/status/1983489267809550778)  2025-10-29T11:01Z 16.8K followers, [---] engagements


""Consumers report poor job availability and expect worse ahead" @Ollyallenceon #PantheonMacro https://buff.ly/RI1mRW8 https://buff.ly/RI1mRW8"  
[X Link](https://x.com/PantheonMacro/status/1983496609435406735)  2025-10-29T11:30Z 16.8K followers, [---] engagements


""US-Japan enters new 'golden age'; BoJ rate hike likely delayed to Q1" @Economist_Lam #PantheonMacro https://buff.ly/xg8p5oN https://buff.ly/xg8p5oN"  
[X Link](https://x.com/PantheonMacro/status/1984168501079130563)  2025-10-31T08:00Z 16.8K followers, [---] engagements


""Taiwan's GDP growth still strong but we think it's finally peaked" @mc_economist #PantheonMacro https://buff.ly/V8b3Stj https://buff.ly/V8b3Stj"  
[X Link](https://x.com/PantheonMacro/status/1985259412081009146)  2025-11-03T08:15Z 16.8K followers, [---] engagements


""October inflation kicks Q4 rate-cut hopes further into the long grass" @ClausVistesen #PantheonMacro https://buff.ly/6JxUumF https://buff.ly/6JxUumF"  
[X Link](https://x.com/PantheonMacro/status/1985263202796466505)  2025-11-03T08:30Z 16.8K followers, [---] engagements


""BCCh holds rates as political noise grows; Mexico's GDP falls in Q3" @andres__abadia #PantheonMacro https://buff.ly/zG0bjmM https://buff.ly/zG0bjmM"  
[X Link](https://x.com/PantheonMacro/status/1985300985623752870)  2025-11-03T11:00Z 16.8K followers, [---] engagements


""Indicators of consumers' spending are starting to flash amber" @samueltombs #PantheonMacro https://buff.ly/qfsbti3 https://buff.ly/qfsbti3"  
[X Link](https://x.com/PantheonMacro/status/1985308516601471335)  2025-11-03T11:30Z 16.8K followers, [---] engagements


""Steady GDP growth will keep corporate distress contained" @ElliottDoak #PantheonMacro https://buff.ly/GQmROCm https://buff.ly/GQmROCm"  
[X Link](https://x.com/PantheonMacro/status/1985629352315208146)  2025-11-04T08:45Z 16.8K followers, [---] engagements


""Brazil's industrial sector struggles as BCB prepares for gradual" @andres__abadia #PantheonMacro https://buff.ly/EBOLg0s https://buff.ly/EBOLg0s"  
[X Link](https://x.com/PantheonMacro/status/1986025758498685322)  2025-11-05T11:00Z 16.8K followers, [---] engagements


""Vietnam's export bonanza is over but US payback is no one-way street" @mc_economist #PantheonMacro https://buff.ly/fEL7ixr https://buff.ly/fEL7ixr"  
[X Link](https://x.com/PantheonMacro/status/1986708963342102610)  2025-11-07T08:15Z 16.8K followers, [---] engagements


""BCB stands pat showing caution on inflation; Banxico cuts as expected" @andres__abadia #PantheonMacro https://buff.ly/umdOwNH https://buff.ly/umdOwNH"  
[X Link](https://x.com/PantheonMacro/status/1986750568707027359)  2025-11-07T11:00Z 16.8K followers, [---] engagements


""How worrying is the surge in layoff announcements" @samueltombs #PantheonMacro https://buff.ly/Mm0Njcj https://buff.ly/Mm0Njcj"  
[X Link](https://x.com/PantheonMacro/status/1986758069561245899)  2025-11-07T11:30Z 16.8K followers, [---] engagements


""China's CPI turns positive on festive boost and producer deflation eases" @Economist_Lam #PantheonMacro https://buff.ly/qiYpJ8Y https://buff.ly/qiYpJ8Y"  
[X Link](https://x.com/PantheonMacro/status/1988154776404553947)  2025-11-11T08:00Z 16.8K followers, [----] engagements


""Taiwan's exports smash records but how long can this continue" @meekitagupta1 #PantheonMacro https://buff.ly/72TNSj4 https://buff.ly/72TNSj4"  
[X Link](https://x.com/PantheonMacro/status/1988158521284694243)  2025-11-11T08:15Z 16.8K followers, [---] engagements


""EZ auto sector likely to avoid a supply-side crunch in Q4" @ClausVistesen #PantheonMacro https://buff.ly/7f7Kyej https://buff.ly/7f7Kyej"  
[X Link](https://x.com/PantheonMacro/status/1988162305171861630)  2025-11-11T08:30Z 16.8K followers, [---] engagements


""Resilient consumer spending is supporting GDP growth" @ElliottDoak #PantheonMacro https://buff.ly/WAtUKMZ https://buff.ly/WAtUKMZ"  
[X Link](https://x.com/PantheonMacro/status/1988166066581713331)  2025-11-11T08:45Z 16.8K followers, [---] engagements


""Indonesian retail sales growth yet to regain its pre-pandemic form" @mc_Economist #PantheonMacro https://buff.ly/PJb9udR https://buff.ly/PJb9udR"  
[X Link](https://x.com/PantheonMacro/status/1988520906050650426)  2025-11-12T08:15Z 16.8K followers, [---] engagements


""When will markets care about the change of personnel at the ECB" @ClausVistesen #PantheonMacro https://buff.ly/8BB26IN https://buff.ly/8BB26IN"  
[X Link](https://x.com/PantheonMacro/status/1988524692781564315)  2025-11-12T08:30Z 16.8K followers, [---] engagements


""A dovish labour market report cements a December rate cut" @ElliottDoak #PantheonMacro https://buff.ly/8c3Wk2S https://buff.ly/8c3Wk2S"  
[X Link](https://x.com/PantheonMacro/status/1988528453725962679)  2025-11-12T08:45Z 16.8K followers, [---] engagements


""Broad-based disinflation in Chile; fiscal risks shaping [----] outlook" @andres__abadia #PantheonMacro https://buff.ly/JqHBzbq https://buff.ly/JqHBzbq"  
[X Link](https://x.com/PantheonMacro/status/1988562480017059978)  2025-11-12T11:00Z 16.8K followers, [---] engagements


""Euro won't underwrite a Q4 rate cut; surveys too upbeat on Spain" @MelanieDebono #PantheonMacro https://buff.ly/mfAfTLT https://buff.ly/mfAfTLT"  
[X Link](https://x.com/PantheonMacro/status/1988887076683571669)  2025-11-13T08:30Z 16.8K followers, [---] engagements


""GDP headline means a rate cut but the underlying picture is better" Robert Wood #PantheonMacro https://buff.ly/xWT8tDA https://buff.ly/xWT8tDA"  
[X Link](https://x.com/PantheonMacro/status/1989253229624910084)  2025-11-14T08:45Z 16.8K followers, [---] engagements


""Brazil's disinflation firms as activity softens; COPOM signals patience" @andres__abadia #PantheonMacro https://buff.ly/pINf5tp https://buff.ly/pINf5tp"  
[X Link](https://x.com/PantheonMacro/status/1989287230850871767)  2025-11-14T11:00Z 16.8K followers, [---] engagements


""China's October activity data point to broad-based weakness" @duncanwrigley #PantheonMacro https://buff.ly/yFZoxTj https://buff.ly/yFZoxTj"  
[X Link](https://x.com/PantheonMacro/status/1990329072799412544)  2025-11-17T08:00Z 16.8K followers, [---] engagements


""Colombia's inflation outlook is deteriorating; BanRep cautious" @andres__abadia #PantheonMacro https://buff.ly/QPSKFCN https://buff.ly/QPSKFCN"  
[X Link](https://x.com/PantheonMacro/status/1990374412273508722)  2025-11-17T11:00Z 16.8K followers, [---] engagements


""Inventories make Thailand's Q3 GDP look worse than it actually was" Miguel Chanco #PantheonMacro https://buff.ly/XaXUcNq https://buff.ly/XaXUcNq"  
[X Link](https://x.com/PantheonMacro/status/1990695470050541780)  2025-11-18T08:16Z 16.8K followers, [---] engagements


""Brazil's economy slowing rapidly in Q3; Chile's first round fragmented" @andres__abadia #PantheonMacro https://buff.ly/lQBITiJ https://buff.ly/lQBITiJ"  
[X Link](https://x.com/PantheonMacro/status/1990736789191979408)  2025-11-18T11:00Z 16.8K followers, [---] engagements


""How much is AI contributing to the labor market slowdown" @samueltombs #PantheonMacro https://buff.ly/0Auqryi https://buff.ly/0Auqryi"  
[X Link](https://x.com/PantheonMacro/status/1990744322417762756)  2025-11-18T11:30Z 16.8K followers, [---] engagements


""Germany aiming for disinflationary fiscal easing next year" @ClausVistesen #PantheonMacro https://buff.ly/KTCMU5Y https://buff.ly/KTCMU5Y"  
[X Link](https://x.com/PantheonMacro/status/1991061409325625591)  2025-11-19T08:30Z 16.8K followers, [---] engagements


""Chile facing decisive run-off after fragmented first round boosts right" @andres__abadia #PantheonMacro https://buff.ly/vG5eXJS https://buff.ly/vG5eXJS"  
[X Link](https://x.com/PantheonMacro/status/1991099172032852199)  2025-11-19T11:00Z 16.8K followers, [---] engagements


""September labor market data to reinforce the case for FOMC easing" @samueltombs #PantheonMacro https://buff.ly/JIpiH2v https://buff.ly/JIpiH2v"  
[X Link](https://x.com/PantheonMacro/status/1991106722459451546)  2025-11-19T11:30Z 16.8K followers, [---] engagements


""Inflation fall keeps December rate cut nailed on" Robert Wood #PantheonMacro https://buff.ly/ovBLi1J https://buff.ly/ovBLi1J"  
[X Link](https://x.com/PantheonMacro/status/1991427555195265249)  2025-11-20T08:45Z 16.8K followers, [---] engagements


""Week in preview: Data unlikely to offer much hope for ECB doves" @ClausVistesen #PanthoenMacro https://buff.ly/aMv6Xkt https://buff.ly/aMv6Xkt"  
[X Link](https://x.com/PantheonMacro/status/1993235730491916526)  2025-11-25T08:30Z 16.8K followers, [---] engagements


""PPI data leave core PCE inflation set to undershoot the FOMC's forecast" @samueltombs https://buff.ly/5HzGvwq https://buff.ly/5HzGvwq"  
[X Link](https://x.com/PantheonMacro/status/1993824623121596627)  2025-11-26T23:30Z 16.8K followers, [---] engagements


""Delayed fiscal tightening gives the MPC little reason to cut rates more" @Robwoodecon #PantheonMacro https://buff.ly/wVnN9wG https://buff.ly/wVnN9wG"  
[X Link](https://x.com/PantheonMacro/status/1993964270288036064)  2025-11-27T08:45Z 16.8K followers, [---] engagements


""A high neutral rate means limited easing to come from the MPC" @ElliottDoak #PantheonMacro https://buff.ly/hDBF1Z2 https://buff.ly/hDBF1Z2"  
[X Link](https://x.com/PantheonMacro/status/1994326659143471421)  2025-11-28T08:45Z 16.8K followers, [---] engagements


""Brazil's industrial weakness deepens strengthening case for BCB easing" @andres__abadia #PantheonMacro https://buff.ly/6YnkwMK https://buff.ly/6YnkwMK"  
[X Link](https://x.com/PantheonMacro/status/1996172597269008707)  2025-12-03T11:00Z 16.9K followers, [---] engagements


""Is the equilibrium unemployment rate increasing" @SamuelTombs #PantheonMacro https://buff.ly/1HJUf5M https://buff.ly/1HJUf5M"  
[X Link](https://x.com/PantheonMacro/status/1996180140078850268)  2025-12-03T11:30Z 16.9K followers, [---] engagements


""Private payrolls probably holding up better than ADP's data suggest" @samueltombs #PantheonMacro https://buff.ly/yqzvAju https://buff.ly/yqzvAju"  
[X Link](https://x.com/PantheonMacro/status/1996723727996772519)  2025-12-04T23:30Z 16.9K followers, [---] engagements


""Weak demand keeps Chinese manufacturers' profits from recovering" @Economist_Lam #PantheonMacro https://buff.ly/WogQ76p https://buff.ly/WogQ76p"  
[X Link](https://x.com/PantheonMacro/status/1996871726517379222)  2025-12-05T09:18Z 16.9K followers, [----] engagements


""Recent days' data a mixed bag but we maintain a positive view" @MelanieDebono #PantheonMacro https://buff.ly/elUS96u https://buff.ly/elUS96u"  
[X Link](https://x.com/PantheonMacro/status/1996873097031409889)  2025-12-05T09:23Z 16.9K followers, [---] engagements


""Collapsing jobs but stubborn inflation mean a cautious rate cut" @Robwoodecon #PantheonMacro https://buff.ly/7aNmHU9 https://buff.ly/7aNmHU9"  
[X Link](https://x.com/PantheonMacro/status/1996875254170313010)  2025-12-05T09:32Z 16.9K followers, [---] engagements


""FOMC to lower inflation forecasts after September's PCE data" @samueltombs #PantheonMacro https://buff.ly/a2I3tu5 https://buff.ly/a2I3tu5"  
[X Link](https://x.com/PantheonMacro/status/1997086112049709409)  2025-12-05T23:30Z 16.9K followers, [---] engagements


""RBI resumes its easing cycle but this cut will likely be its last" @mc_economist #PantheonMacro https://buff.ly/bQlBMRx https://buff.ly/bQlBMRx"  
[X Link](https://x.com/PantheonMacro/status/1997942988782109142)  2025-12-08T08:15Z 16.9K followers, [---] engagements


""EZ GDP growth next year will be higher than the ECB expects" @ClausVistesen #PantheonMacro https://buff.ly/sNd7xlK https://buff.ly/sNd7xlK"  
[X Link](https://x.com/PantheonMacro/status/1997946781196275866)  2025-12-08T08:30Z 16.9K followers, [---] engagements


""Forecast review: growth and inflation risks shift down" @Robwoodecon #PantheonMacro https://buff.ly/Nhd5yWK https://buff.ly/Nhd5yWK"  
[X Link](https://x.com/PantheonMacro/status/1997950538705432812)  2025-12-08T08:45Z 16.9K followers, [---] engagements


""Chile's inflation holds steady firming the case for further BCCh rate cuts" @andres__abadia #PantheonMarco https://buff.ly/ThTRNOM https://buff.ly/ThTRNOM"  
[X Link](https://x.com/PantheonMacro/status/1997984553508418046)  2025-12-08T11:00Z 16.9K followers, [---] engagements


""Consumer resilience is ebbing as year-end approaches" @samueltombs #PantheonMacro https://buff.ly/gwElQYV https://buff.ly/gwElQYV"  
[X Link](https://x.com/PantheonMacro/status/1997992106820825352)  2025-12-08T11:30Z 16.9K followers, [---] engagements


""Vietnam's exports continue to cool on US payback but Q4 looks solid" @mc_economist #PantheonMacro https://buff.ly/kKxDAcw https://buff.ly/kKxDAcw"  
[X Link](https://x.com/PantheonMacro/status/1998305376760983808)  2025-12-09T08:15Z 16.9K followers, [---] engagements


""German data suggest EZ industry started Q4 on a strong footing" @MelanieDebono #PantheonMacro https://buff.ly/KvHZ99X https://buff.ly/KvHZ99X"  
[X Link](https://x.com/PantheonMacro/status/1998309162736849071)  2025-12-09T08:30Z 16.9K followers, [---] engagements


""CPI preview 1: slowing to 3.5% in November as food prices drop" @Robwoodecon #PantheonMacro https://buff.ly/K0Tx12f https://buff.ly/K0Tx12f"  
[X Link](https://x.com/PantheonMacro/status/1998312925614707056)  2025-12-09T08:45Z 16.9K followers, [---] engagements


""Inflation softens slightly in Colombia but risks remain tilted upwards" @andres__abadia #PantheonMacro https://buff.ly/ZflIpm1 https://buff.ly/ZflIpm1"  
[X Link](https://x.com/PantheonMacro/status/1998346924559114472)  2025-12-09T11:00Z 16.9K followers, [---] engagements


""Weaker labor demand is more than offsetting the immigration hit" @samueltombs #PanthoenMacro https://buff.ly/e2vmT02 https://buff.ly/e2vmT02"  
[X Link](https://x.com/PantheonMacro/status/1998354474826379774)  2025-12-09T11:30Z 16.9K followers, [---] engagements


""Is the German economy about to take off Early Q4 data suggest so" @MelanieDebono #PantheonMacro https://buff.ly/XpoFtPq https://buff.ly/XpoFtPq"  
[X Link](https://x.com/PantheonMacro/status/1998671553232335109)  2025-12-10T08:30Z 16.9K followers, [---] engagements


""FOMC likely will signal a Q1 pause but only tentatively" @samueltombs #PantheonMacro https://buff.ly/o6NjUpu https://buff.ly/o6NjUpu"  
[X Link](https://x.com/PantheonMacro/status/1998716879121109134)  2025-12-10T11:30Z 16.9K followers, [---] engagements


""MPC preview: cutting rates and leaving the door open to one more" @Robwoodecon #PantheonMacro https://buff.ly/a4yKeos https://buff.ly/a4yKeos"  
[X Link](https://x.com/PantheonMacro/status/1999037721352798396)  2025-12-11T08:45Z 16.9K followers, [---] engagements


""China's domestic demand still in the slow lane as policy boost fades" @duncanwrigley #PantheonMacro https://buff.ly/PKFgOd0 https://buff.ly/PKFgOd0"  
[X Link](https://x.com/PantheonMacro/status/2000841205941170421)  2025-12-16T08:11Z 16.9K followers, [---] engagements


""How have our key indicator forecasts fared this year" @MelanieDebono #PantheonMacro https://buff.ly/EZcuF3G https://buff.ly/EZcuF3G"  
[X Link](https://x.com/PantheonMacro/status/2000845873001926816)  2025-12-16T08:30Z 16.9K followers, [---] engagements


""House price inflation will improve gradually in 2026" @ElliottDoak #PantheonMacro https://buff.ly/J8pAR5D https://buff.ly/J8pAR5D"  
[X Link](https://x.com/PantheonMacro/status/2000849648898998403)  2025-12-16T08:45Z 16.9K followers, [---] engagements


""November CPI data unlikely to ruin the festive mood" @samueltombs #PanthoenMacro https://buff.ly/1Ubu5xf https://buff.ly/1Ubu5xf"  
[X Link](https://x.com/PantheonMacro/status/2000891190313423224)  2025-12-16T11:30Z 16.9K followers, [---] engagements


""Anticlimactic end to [----] for India's PMIs; a sign of what's to come" @mc_economist #PantheonMacro https://buff.ly/PMXVxRO https://buff.ly/PMXVxRO"  
[X Link](https://x.com/PantheonMacro/status/2001204491819864389)  2025-12-17T08:15Z 16.9K followers, [---] engagements


""EZ inflation will edge up before dropping in January" @MelanieDebono #PantheonMacro https://buff.ly/qIpazeQ https://buff.ly/qIpazeQ"  
[X Link](https://x.com/PantheonMacro/status/2001570661014163765)  2025-12-18T08:30Z 16.9K followers, [---] engagements


""CPI review: lower inflation was driven by volatile components" @Robwoodecon #PantheonMacro https://buff.ly/9Zsrgau https://buff.ly/9Zsrgau"  
[X Link](https://x.com/PantheonMacro/status/2001574416107319668)  2025-12-18T08:45Z 16.9K followers, [---] engagements


""Political risk rises as the electoral cycle intensifies" @andres_abadia #PantheonMacro https://buff.ly/RXfrIyW https://buff.ly/RXfrIyW"  
[X Link](https://x.com/PantheonMacro/status/2001608442557997109)  2025-12-18T11:00Z 16.9K followers, [---] engagements


""Is the NFIB survey's signal of rising hiring intentions credible" @samueltombs #PantheonMacro https://buff.ly/yose7JK https://buff.ly/yose7JK"  
[X Link](https://x.com/PantheonMacro/status/2001615970998038920)  2025-12-18T11:30Z 16.9K followers, [---] engagements


""Another dovish German survey but stronger gauges in France and Italy" @MelanieDebono #PantheonMacro https://buff.ly/qn5nokC https://buff.ly/qn5nokC"  
[X Link](https://x.com/PantheonMacro/status/2003020210878427549)  2025-12-22T08:30Z 16.9K followers, [---] engagements


""Chile's BCCh resumes easing as inflation nears the target" @andres__abadia #PantheonMacro https://buff.ly/a3WmtF6 https://buff.ly/a3WmtF6"  
[X Link](https://x.com/PantheonMacro/status/2003057956691059185)  2025-12-22T11:00Z 16.9K followers, [---] engagements


""Festive rewind: India's Nov. IP trick; strong Thai US exports are no cure" @mc_economist #PantheonMacro https://buff.ly/4rqmfMc https://buff.ly/4rqmfMc"  
[X Link](https://x.com/PantheonMacro/status/2008089849178329443)  2026-01-05T08:15Z 16.9K followers, [---] engagements


""Time to stress-test the relatively benign outlook for early 2026" @ClausVistesen #PantheonMacro https://buff.ly/cGQoQif https://buff.ly/cGQoQif"  
[X Link](https://x.com/PantheonMacro/status/2008093634130776410)  2026-01-05T08:30Z 16.9K followers, [---] engagements


""Forecast review: five questions for the New Year" @Robwoodecon #PantheonMacro https://buff.ly/IFfmt2j https://buff.ly/IFfmt2j"  
[X Link](https://x.com/PantheonMacro/status/2008097405867024461)  2026-01-05T08:45Z 16.9K followers, [---] engagements


""December labor market data to maintain pressure on FOMC to ease" @samueltombs #PantheonMacro https://buff.ly/2xPxKka https://buff.ly/2xPxKka"  
[X Link](https://x.com/PantheonMacro/status/2008138975886610928)  2026-01-05T11:30Z 16.9K followers, [---] engagements


""China's services firms optimistic despite cooling in demand" @Economist_Lam #PantheonMacro https://buff.ly/LJuaJcb https://buff.ly/LJuaJcb"  
[X Link](https://x.com/PantheonMacro/status/2008448473423605874)  2026-01-06T08:00Z 16.9K followers, [---] engagements


""Singapore GDP ends [----] on a high but we expect this to fade" @meekitagupta1 #PantheonMacro https://buff.ly/tnXt1z7 https://buff.ly/tnXt1z7"  
[X Link](https://x.com/PantheonMacro/status/2008452235148054743)  2026-01-06T08:15Z 16.9K followers, [---] engagements


""Week in preview: upside risk to EZ inflation and mixed bag elsewhere" @ClausVistesen #PantheonMacro https://buff.ly/wapWN5d https://buff.ly/wapWN5d"  
[X Link](https://x.com/PantheonMacro/status/2008456631038759145)  2026-01-06T08:32Z 16.9K followers, [---] engagements


""Healthy credit growth suggests GDP will pick up in Q1" @ElliottDoak #PantheonMacro https://buff.ly/LPIAW5O https://buff.ly/LPIAW5O"  
[X Link](https://x.com/PantheonMacro/status/2008459794227539975)  2026-01-06T08:45Z 16.9K followers, [---] engagements


""Security geopolitics and elections redefine LatAm's political outlook" @andres__abadia #PantheonMacro https://buff.ly/VirrAED https://buff.ly/VirrAED"  
[X Link](https://x.com/PantheonMacro/status/2008493794816033248)  2026-01-06T11:00Z 16.9K followers, [---] engagements


""Tariff revenues are starting to fall further improving the CPI outlook" @samueltombs #PantheonMacro https://buff.ly/Er2uctB https://buff.ly/Er2uctB"  
[X Link](https://x.com/PantheonMacro/status/2008501345108586964)  2026-01-06T11:30Z 16.9K followers, [---] engagements


""Reasons to believe Vietnam's Q4 GDP growth shock is the peak" @mc_economist #PanthoenMacro https://buff.ly/ISElQEx https://buff.ly/ISElQEx"  
[X Link](https://x.com/PantheonMacro/status/2008814898373918790)  2026-01-07T08:16Z 16.9K followers, [---] engagements


""ECB doves get a late Christmas gift in Germany's December HICP" @ClausVistesen #PantheonMacro https://buff.ly/SfqXrNc https://buff.ly/SfqXrNc"  
[X Link](https://x.com/PantheonMacro/status/2008818406229745836)  2026-01-07T08:30Z 16.9K followers, [---] engagements


""Look past the disappointing PMI headline new orders improved" @Robwoodecon #PantheonMacro https://buff.ly/kYUk6cI https://buff.ly/kYUk6cI"  
[X Link](https://x.com/PantheonMacro/status/2008822172546945280)  2026-01-07T08:45Z 16.9K followers, [---] engagements


""Activity rebounds in Mexico in Q4 but is limited by headwinds" @andres__abadia #PantheonMacro https://buff.ly/myprh5V https://buff.ly/myprh5V"  
[X Link](https://x.com/PantheonMacro/status/2008856186649452833)  2026-01-07T11:00Z 16.9K followers, [---] engagements


""Core CPI likely jumped in December as data collection issues " @samueltombs #PantheonMacro https://buff.ly/RtjhXkM https://buff.ly/RtjhXkM"  
[X Link](https://x.com/PantheonMacro/status/2008863727412551688)  2026-01-07T11:30Z 16.9K followers, [---] engagements


"Global Monitor: "Soft labour market data to keep the pressure on the Fed to ease in March" @samueltombs #PantheonMacro https://buff.ly/iqBYvqD https://buff.ly/iqBYvqD"  
[X Link](https://x.com/PantheonMacro/status/2008871291634192424)  2026-01-07T12:00Z 16.9K followers, [---] engagements


""December inflation sets up a tense Q1 for the ECB" @ClausVistesen #PantheonMacro https://buff.ly/TdAbgLo https://buff.ly/TdAbgLo"  
[X Link](https://x.com/PantheonMacro/status/2009180795395514583)  2026-01-08T08:30Z 16.9K followers, [---] engagements


""Deflation no longer on the cards in Switzerland nor negative rates" @ClausVistesen #PantheonMacro https://buff.ly/0deZ1au https://buff.ly/0deZ1au"  
[X Link](https://x.com/PantheonMacro/status/2009562429374582995)  2026-01-09T09:46Z 16.9K followers, [---] engagements


""GDP likely rose in November despite pre-Budget uncertainty" @ElliottDoak #PantheonMacro https://buff.ly/noiFLN8 https://buff.ly/noiFLN8"  
[X Link](https://x.com/PantheonMacro/status/2009563374724493802)  2026-01-09T09:50Z 16.9K followers, [---] engagements


""Inflation contained in Mexico and Chile but policymakers still cautious" @andres__abadia #PantheonMacro https://buff.ly/4wY1qfA https://buff.ly/4wY1qfA"  
[X Link](https://x.com/PantheonMacro/status/2009580951198695868)  2026-01-09T11:00Z 16.9K followers, [---] engagements


""Do flat jobless claims signal the unemployment rate is stabilizing" @samueltombs #PantheonMacro https://buff.ly/Mm3MiVG https://buff.ly/Mm3MiVG"  
[X Link](https://x.com/PantheonMacro/status/2009588488685948988)  2026-01-09T11:30Z 16.9K followers, [---] engagements


""Raising our [----] India CPI forecast to over 4% as food prices turn" @mc_economist #PanthoenMacro https://buff.ly/CCbRcGB https://buff.ly/CCbRcGB"  
[X Link](https://x.com/PantheonMacro/status/2010993802366906374)  2026-01-13T08:34Z 16.9K followers, [---] engagements


""With friends like this.; how can the EU react as Trump eyes Greenland" @ClausVistesen #PantheonMacro https://buff.ly/pQd0xsu https://buff.ly/pQd0xsu"  
[X Link](https://x.com/PantheonMacro/status/2010995104991912187)  2026-01-13T08:39Z 16.9K followers, [---] engagements


""Labour market preview: payrolls to fall but hiring will improve in 2026" @ElliottDoak #PantheonMacro https://buff.ly/hcrFXhM https://buff.ly/hcrFXhM"  
[X Link](https://x.com/PantheonMacro/status/2010998794192580669)  2026-01-13T08:54Z 16.9K followers, [---] engagements


""Chilean inflation well under control; Peru's inflation and policy steady" @andres__abadia #PantheonMacro https://buff.ly/IS9tZ0o https://buff.ly/IS9tZ0o"  
[X Link](https://x.com/PantheonMacro/status/2011030514623185219)  2026-01-13T11:00Z 16.9K followers, [---] engagements


""November retail sales likely to flag fading consumer momentum" @samueltombs #PantheonMacro https://buff.ly/K8Pw28l https://buff.ly/K8Pw28l"  
[X Link](https://x.com/PantheonMacro/status/2011219239592472806)  2026-01-13T23:30Z 16.9K followers, [---] engagements


""We look for punchy Q4 GDP growth in both Italy and Spain" @AnkitaAmajuri #PantheonMacro https://buff.ly/9rh8ezg https://buff.ly/9rh8ezg"  
[X Link](https://x.com/PantheonMacro/status/2011355124673736980)  2026-01-14T08:30Z 16.9K followers, [---] engagements


""CPI preview 2: airfares and duties boost December inflation to 3.3%" @Robwoodecon #PantheonMacro https://buff.ly/aYviMJy https://buff.ly/aYviMJy"  
[X Link](https://x.com/PantheonMacro/status/2011358896632349008)  2026-01-14T08:45Z 16.9K followers, [---] engagements


""Colombia's structural inflation meets a historic wage shock in 2026" @andres__abadia #PantheonMacro https://buff.ly/NtmvLen https://buff.ly/NtmvLen"  
[X Link](https://x.com/PantheonMacro/status/2011392889138393346)  2026-01-14T11:00Z 16.9K followers, [---] engagements


""Inflation will continue to undershoot the FOMC's forecasts in 2026" @samueltombs #PantheonMacro https://buff.ly/aABh5Lm https://buff.ly/aABh5Lm"  
[X Link](https://x.com/PantheonMacro/status/2011400443570610474)  2026-01-14T11:30Z 16.9K followers, [---] engagements


"Global Monitor: "The tussle over Greenland highlight urgency of European defence spending" @ClausVistesen #PantheonMacro https://buff.ly/q4SCCZm https://buff.ly/q4SCCZm"  
[X Link](https://x.com/PantheonMacro/status/2011408011277848938)  2026-01-14T12:00Z 16.9K followers, [---] engagements


""China executed its trade strategy well in [----] and kept exports afloat" @Economist_Lam #PantheonMacro https://buff.ly/CirX7mG https://buff.ly/CirX7mG"  
[X Link](https://x.com/PantheonMacro/status/2011709977841340882)  2026-01-15T08:00Z 16.9K followers, [---] engagements


""Monitor Big shifts in Vietnamese policy on the eve of the 14th Party Congress" @mc_economist #PantheonMacro https://buff.ly/06ejUWY https://buff.ly/06ejUWY"  
[X Link](https://x.com/PantheonMacro/status/2011713732603232315)  2026-01-15T08:15Z 16.9K followers, [---] engagements


""Slower net immigration cuts the employment run-rate" @Robwoodecon #PantheonMacro https://buff.ly/29DGzI5 https://buff.ly/29DGzI5"  
[X Link](https://x.com/PantheonMacro/status/2011721276344123754)  2026-01-15T08:45Z 16.9K followers, [---] engagements


""LatAm equities surge cautious continuation ahead" @andres_abadia #PantheonMacro https://buff.ly/fqtNqEQ https://buff.ly/fqtNqEQ"  
[X Link](https://x.com/PantheonMacro/status/2011755284843082002)  2026-01-15T11:00Z 16.9K followers, [---] engagements


""Consumers' spending probably slowed significantly in Q4" @ollyallenecon #PantheonMacro https://buff.ly/K3O44it https://buff.ly/K3O44it"  
[X Link](https://x.com/PantheonMacro/status/2011762833407496302)  2026-01-15T11:30Z 16.9K followers, [---] engagements


""Bank of Korea drops its easing bias as currency stability takes priority" @Economist_Lam #PantheonMacro https://buff.ly/z8RYxGw https://buff.ly/z8RYxGw"  
[X Link](https://x.com/PantheonMacro/status/2013159518729896340)  2026-01-19T08:00Z 16.9K followers, [---] engagements


""Malaysian Q4 GDP surprises to the upside thanks again to the AI boom" @mc_economist #PantheonMacro https://buff.ly/tO3U3gm https://buff.ly/tO3U3gm"  
[X Link](https://x.com/PantheonMacro/status/2013163281356100061)  2026-01-19T08:15Z 16.9K followers, [---] engagements


""Week in review: growth close to potential as uncertainty fades" @Robwoodecon #PantheonMacro https://buff.ly/wpOmfhI https://buff.ly/wpOmfhI"  
[X Link](https://x.com/PantheonMacro/status/2013170837243801866)  2026-01-19T08:45Z 16.9K followers, [---] engagements


""China's growth dips in Q4 as domestic demand falters" @duncanwrigley #PantheonMacro https://buff.ly/psvAz2b https://buff.ly/psvAz2b"  
[X Link](https://x.com/PantheonMacro/status/2013521942192533683)  2026-01-20T08:00Z 16.9K followers, [---] engagements


""Mexico's consumption leads and capex lags; Brazil's activity stabilising" @andres__abadia #PantheonMacro https://buff.ly/PmtUGOA https://buff.ly/PmtUGOA"  
[X Link](https://x.com/PantheonMacro/status/2013567240633786745)  2026-01-20T11:00Z 16.9K followers, [---] engagements


""Have foreign businesses eaten the increase in US tariffs" @samueltombs #PantheonMacro https://buff.ly/M6PoyKS https://buff.ly/M6PoyKS"  
[X Link](https://x.com/PantheonMacro/status/2013574763310911617)  2026-01-20T11:30Z 16.9K followers, [---] engagements


""Payrolls look implausibly weak vacancies are stable" @Robwoodecon #PantheonMacro https://buff.ly/UuMXl4o https://buff.ly/UuMXl4o"  
[X Link](https://x.com/PantheonMacro/status/2013895602099060880)  2026-01-21T08:45Z 16.9K followers, [---] engagements


""Inflation will fall to 2.1% in July before rising to 2.8% in December" @Robwoodecon #PantheonMacro https://buff.ly/2DTAork https://buff.ly/2DTAork"  
[X Link](https://x.com/PantheonMacro/status/2014257990933594229)  2026-01-22T08:45Z 16.9K followers, [---] engagements


""The surge in tax refunds will lift Q1 spending growth by about 1%" @samueltombs #PantheonMacro https://buff.ly/LSmrHO2 https://buff.ly/LSmrHO2"  
[X Link](https://x.com/PantheonMacro/status/2014299532608110907)  2026-01-22T11:30Z 16.9K followers, [---] engagements


""Mexico's headline inflation under control but core still sticky" @andres__abadia #PantheonMacro https://buff.ly/WJgCEnw https://buff.ly/WJgCEnw"  
[X Link](https://x.com/PantheonMacro/status/2014657415313068398)  2026-01-23T11:12Z 16.9K followers, [---] engagements


""Resilience in EZ PMIs but growth expectations are now higher too" @ClausVistesen #PantheonMacro https://buff.ly/vsE5ka7 https://buff.ly/vsE5ka7"  
[X Link](https://x.com/PantheonMacro/status/2015709269996310773)  2026-01-26T08:51Z 16.9K followers, [---] engagements


""Week in review: hawkish data rule out more than one rate cut in 2026" @Robwoodecon #PanthoenMacro https://buff.ly/GGJI71a https://buff.ly/GGJI71a"  
[X Link](https://x.com/PantheonMacro/status/2015710238381421003)  2026-01-26T08:55Z 16.9K followers, [---] engagements


""Week in preview: a dovish surprise in German inflation on Friday" @ClausVistesen #PantheonMacro https://buff.ly/9KfZTnD https://buff.ly/9KfZTnD"  
[X Link](https://x.com/PantheonMacro/status/2016066171334770980)  2026-01-27T08:30Z 16.9K followers, [---] engagements


""Home provident fund reform no property-market panacea" @duncanwrigley #PantheonMacro https://buff.ly/9Cb6AaP https://buff.ly/9Cb6AaP"  
[X Link](https://x.com/PantheonMacro/status/2013884035903127937)  2026-01-21T07:59Z 16.9K followers, [---] engagements


""EZ investor sentiment leaps; output in construction likely rose in Q4" @ClausVistesen #PantheonMacro https://buff.ly/e0MEgYs https://buff.ly/e0MEgYs"  
[X Link](https://x.com/PantheonMacro/status/2013891847731499422)  2026-01-21T08:30Z 16.9K followers, [---] engagements


""Retail sales volumes will keep trending up" @Robwoodecon #PantheonMacro https://buff.ly/xTK1nle https://buff.ly/xTK1nle"  
[X Link](https://x.com/PantheonMacro/status/2016069932753006850)  2026-01-27T08:45Z 16.9K followers, [---] engagements


""Colombia's resilient growth masks rising inflation and structural issues" @andres__abadia #PantheonMacro https://buff.ly/ogN5gOw https://buff.ly/ogN5gOw"  
[X Link](https://x.com/PantheonMacro/status/2016103977977253907)  2026-01-27T11:00Z 16.9K followers, [---] engagements


""Slowing rent will win the inflation tug-of-war against surging metals prices" @samueltombs #PantheonMacro https://buff.ly/SE2s4ig https://buff.ly/SE2s4ig"  
[X Link](https://x.com/PantheonMacro/status/2016111474448412812)  2026-01-27T11:30Z 16.9K followers, [---] engagements


""China's stock market set to benefit from supportive liquidity conditions" @duncanwrigley #PantheonMacro https://buff.ly/3uTfZ11 https://buff.ly/3uTfZ11"  
[X Link](https://x.com/PantheonMacro/status/2016421001668526285)  2026-01-28T08:00Z 16.9K followers, [---] engagements


""BRC Shop Price Index points to stubborn inflation" @Robwoodecon #PantheonMacro https://buff.ly/bf65i5d https://buff.ly/bf65i5d"  
[X Link](https://x.com/PantheonMacro/status/2016432320866037868)  2026-01-28T08:45Z 16.9K followers, [---] engagements


""COPOM sets stage for cautious easing as Brazil's disinflation holds" @andres__abadia #PantheonMacro https://buff.ly/EUruBCn https://buff.ly/EUruBCn"  
[X Link](https://x.com/PantheonMacro/status/2016466349195710661)  2026-01-28T11:00Z 16.9K followers, [---] engagements


"Global Monitor: "The BoJ remains focused on inflation despite political pressure" @duncanwrigley #PantheonMacro https://buff.ly/sS7xzKu https://buff.ly/sS7xzKu"  
[X Link](https://x.com/PantheonMacro/status/2016481473511989479)  2026-01-28T12:00Z 16.9K followers, [---] engagements


""China's private-firm sentiment recovers from the tariff shock" @duncanwrigley #PantheonMacro https://buff.ly/S8L3yau https://buff.ly/S8L3yau"  
[X Link](https://x.com/PantheonMacro/status/2016788053709222200)  2026-01-29T08:18Z 16.9K followers, [---] engagements


""Will the ECB be pulled by the nose by a strengthening euro" @ClausVistesen #PantheonMacro https://buff.ly/ev3avkH https://buff.ly/ev3avkH"  
[X Link](https://x.com/PantheonMacro/status/2016790938966729124)  2026-01-29T08:30Z 16.9K followers, [---] engagements


""MPC preview: on hold still guiding to another cut eventually" @Robwoodecon #PantheonMacro https://buff.ly/KpXCcmR https://buff.ly/KpXCcmR"  
[X Link](https://x.com/PantheonMacro/status/2016794714050011231)  2026-01-29T08:45Z 16.9K followers, [---] engagements


""The FOMC has relaxed prematurely about the labor market" @samueltombs #PantheonMacro https://buff.ly/i37CtnD https://buff.ly/i37CtnD"  
[X Link](https://x.com/PantheonMacro/status/2016836276029129150)  2026-01-29T11:30Z 16.9K followers, [---] engagements


""Ins-and-outs of Indonesia's equity market collapse; a good entry point" @mc_economist #PantheonMacro https://buff.ly/dMMbTvc https://buff.ly/dMMbTvc"  
[X Link](https://x.com/PantheonMacro/status/2018236715714990135)  2026-02-02T08:15Z 16.9K followers, [---] engagements


""Mexico's economy stabilises in Q4; expect a gradual recovery ahead" @andres__abadia #PantheonMacro https://buff.ly/ix8FtN1 https://buff.ly/ix8FtN1"  
[X Link](https://x.com/PantheonMacro/status/2018278291782697358)  2026-02-02T11:00Z 16.9K followers, [---] engagements


""Taiwan Q4 GDP hits a 21st-century high; our call was spot on" @meekitagupta1 #PantheonMacro https://buff.ly/9irA94Q https://buff.ly/9irA94Q"  
[X Link](https://x.com/PantheonMacro/status/2018599095548399753)  2026-02-03T08:15Z 16.9K followers, [---] engagements


""No change from the ECB this week amid mixed" @ClausVistesen #PantheonMacro https://buff.ly/7si93KX https://buff.ly/7si93KX"  
[X Link](https://x.com/PantheonMacro/status/2018602880958177557)  2026-02-03T08:30Z 16.9K followers, [---] engagements


""GDP likely unchanged in December but activity will pick up in Q1" @ElliottDoak #PanthoenMacro https://buff.ly/86eDcNI https://buff.ly/86eDcNI"  
[X Link](https://x.com/PantheonMacro/status/2018606645631197505)  2026-02-03T08:45Z 16.9K followers, [---] engagements


""BanRep reasserts its credibility with aggressive rate hike amid wage hit" @andres__abadia #PanthoenMacro https://buff.ly/zTOW3LU https://buff.ly/zTOW3LU"  
[X Link](https://x.com/PantheonMacro/status/2018640658198622256)  2026-02-03T11:00Z 16.9K followers, [---] engagements


""India's low-key budget a sign of the times and generally welcome" @mc_economist #PantheonMacro https://buff.ly/hKFvdOT https://buff.ly/hKFvdOT"  
[X Link](https://x.com/PantheonMacro/status/2018961485519614286)  2026-02-04T08:15Z 16.9K followers, [---] engagements


""Gilt-market mash-up already in motion and has further to run" @ElliottDoak #PantheonMacro https://buff.ly/ADRbmvg https://buff.ly/ADRbmvg"  
[X Link](https://x.com/PantheonMacro/status/2018969032389439552)  2026-02-04T08:45Z 16.9K followers, [---] engagements


""Brazil's industry slumps as tight policy bites; will easing bring relief" @andres__abadia #PantheonMacro https://buff.ly/kAIIHTw https://buff.ly/kAIIHTw"  
[X Link](https://x.com/PantheonMacro/status/2019003071565644206)  2026-02-04T11:00Z 16.9K followers, [---] engagements


""Truflation Is Sending a False CPI Signal" @samueltombs #PantheonMacro https://buff.ly/iER2KZt https://buff.ly/iER2KZt"  
[X Link](https://x.com/PantheonMacro/status/2019010574781161948)  2026-02-04T11:30Z 16.9K followers, [---] engagements


""PMI shows growth rebounding as uncertainty falls" @Robwoodecon #PantheonMacro https://buff.ly/WYXC6Dp https://buff.ly/WYXC6Dp"  
[X Link](https://x.com/PantheonMacro/status/2019331420150206928)  2026-02-05T08:45Z 16.9K followers, [---] engagements


""Currencies rally as external tailwinds meet domestic repricing" Andres Abadia #PantheonMacro https://buff.ly/G2MIg4t https://buff.ly/G2MIg4t"  
[X Link](https://x.com/anyuser/status/2019365422064132192)  2026-02-05T11:00Z 16.9K followers, [---] engagements


""German Q4 GDP growth set to be revised lower" @ClausVistesen #PantheonMacro https://buff.ly/G45LXr8 https://buff.ly/G45LXr8"  
[X Link](https://x.com/anyuser/status/2020784482215759940)  2026-02-09T08:58Z 16.9K followers, [---] engagements


""Banxico pauses and eyes easing in Q2; Chile inflation stays in check" @andres__abadia #PantheonMacro https://buff.ly/DwXixvN https://buff.ly/DwXixvN"  
[X Link](https://x.com/anyuser/status/2020996270437867725)  2026-02-09T23:00Z 16.9K followers, [---] engagements


""January CPI likely to undershoot the consensus" @samueltombs #PantheonMacro https://buff.ly/A1pNwox https://buff.ly/A1pNwox"  
[X Link](https://x.com/anyuser/status/2021003707811320167)  2026-02-09T23:30Z 16.9K followers, [---] engagements


""Indonesias hot Q4 GDP print welcome in more ways than one" @meekitagupta1 #PantheonMacro https://buff.ly/KfxReu8 https://buff.ly/KfxReu8"  
[X Link](https://x.com/anyuser/status/2021142732673040689)  2026-02-10T08:42Z 16.9K followers, [---] engagements


""CPI weight changes fractionally raise our inflation forecast" @Robwoodecon #PantheonMacro https://buff.ly/ZFM0vaF https://buff.ly/ZFM0vaF"  
[X Link](https://x.com/anyuser/status/2021145333548319190)  2026-02-10T08:52Z 16.9K followers, [---] engagements


""German energy-intensive industrial production primed for a rebound" @ClausVistesen #PantheonMacro https://buff.ly/2wjLBcd https://buff.ly/2wjLBcd"  
[X Link](https://x.com/anyuser/status/2021864371287142508)  2026-02-12T08:30Z 16.9K followers, [---] engagements


""Payrolls will slow in February as the weather lift fades" @samueltombs #PantheonMacro https://buff.ly/Hitaxwp https://buff.ly/Hitaxwp"  
[X Link](https://x.com/anyuser/status/2021909680587489422)  2026-02-12T11:30Z 16.9K followers, [---] engagements


""EZ inflation falls to 1.7% in January and will stay there in February" @ClausVistesen #PantheonMacro https://buff.ly/Ezaoal1 https://buff.ly/Ezaoal1"  
[X Link](https://x.com/PantheonMacro/status/2019327654558662977)  2026-02-05T08:30Z 16.9K followers, [---] engagements


""Adobe's Digital Price Index likely overstates January goods inflation" @samueltombs #PantheonMacro https://buff.ly/M3nd6QJ https://buff.ly/M3nd6QJ"  
[X Link](https://x.com/anyuser/status/2019372962135117961)  2026-02-05T11:30Z 16.9K followers, [---] engagements


""Is it safe to buy carry in French government bonds" @ClausVistesen #PantheonMacro https://buff.ly/X45DyvO https://buff.ly/X45DyvO"  
[X Link](https://x.com/anyuser/status/2021143745693995506)  2026-02-10T08:46Z 16.9K followers, [---] engagements


""PBoC likely to stay put on policy rates despite reflation aim" @duncanwrigley #PantheonMacro https://buff.ly/Ycpaw9h https://buff.ly/Ycpaw9h"  
[X Link](https://x.com/anyuser/status/2023306372381585661)  2026-02-16T08:00Z 16.9K followers, [----] engagements


""Negative SNB rates unlikely even if inflation hits sub-zero in February" @ClausVistesen #PantheonMacro https://buff.ly/8nk2uhB https://buff.ly/8nk2uhB"  
[X Link](https://x.com/anyuser/status/2023313944849371526)  2026-02-16T08:30Z 16.9K followers, [---] engagements


""Week in review: sentiment rebounds growth will follow" @Robwoodecon #PantheonMacro https://buff.ly/VM39G9e https://buff.ly/VM39G9e"  
[X Link](https://x.com/anyuser/status/2023317686512419253)  2026-02-16T08:45Z 16.9K followers, [---] engagements


""Japan's Trade Balance Continues to Whipsaw; Where is it Going Next" @freyabeamish #PantheonMacro http://ow.ly/vYis30l2sBe http://ow.ly/vYis30l2sBe"  
[X Link](https://x.com/PantheonMacro/status/1020218022320123904)  2018-07-20T08:05Z 16.6K followers, [--] engagements


""Does the #MPC Need to Talk Up Rate Hike Expectations Today" @samueltombs #PantheonMacro http://ow.ly/t00l30msiz1 http://ow.ly/t00l30msiz1"  
[X Link](https://x.com/PantheonMacro/status/1057923969339351040)  2018-11-01T09:15Z 16.6K followers, [--] engagements


""Chinese Inflation will Fall a bit Further but Deflation is Off the Table" @freyabeamish @mc_economist #PantheonMacro http://ow.ly/ldxC30ngTXv http://ow.ly/ldxC30ngTXv"  
[X Link](https://x.com/PantheonMacro/status/1083648789410471936)  2019-01-11T08:56Z 16.6K followers, [--] engagements


""Early Evidence Points to Solid EZ Manufacturing Data in Q1" @ClausVistesen #PantheonMacro http://ow.ly/Cmy430nZKZE http://ow.ly/Cmy430nZKZE"  
[X Link](https://x.com/PantheonMacro/status/1105041472355618816)  2019-03-11T09:43Z 16.6K followers, [--] engagements


""China's March PMIs Rebounded but are they a False Dawn" @freyabeamish @mc_economist #PantheonMacro http://ow.ly/4dRM30ohTTB http://ow.ly/4dRM30ohTTB"  
[X Link](https://x.com/PantheonMacro/status/1112985288748470272)  2019-04-02T07:49Z 16.6K followers, [--] engagements

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