Pantheon Macro

"Trade deal progress implies little change in average tariff rates" @Ollyallenecon buff.ly/E3FPGBh #PantheonMacro

"Mexico's inflation slows again, but services still an issue, for now" @andres__abadia buff.ly/y8BpM3D #PantheonMacro

"Flash PMI falls, but expect an upward revision in the final release" @ElliottDoak buff.ly/5iQLab1 #PantheonMacro

"ECB sets high bar for a September rate cut, but it'll get there" @ClausVistesen buff.ly/nRvXhzn #PantheonMacro

"India's PMIs continue to recover, but downside risk to 2026 building" @mc_economist buff.ly/eogywTJ #PantheonMacro

"BoJ official hints at brightening growth outlook after trade deal" @duncanwrigley buff.ly/CO7cGlK #PantheonMacro

"The slide in the dollar looks like all pain and no gain" @Ollyallenecon buff.ly/LiSWaKr #PantheonMacro

"Signs of stabilising vacancies bode well for an easing in job falls" @Robwoodecon buff.ly/8r4VrqA #PantheonMacro

"BTP-Bund spread to fall to 30bp early next year" @MelanieDebono buff.ly/auREE1h #PantheonMacro

"Taiwan's retail sales shrink in Q2: downside risk to our 6.4% GDP call" @meekitagupta1 buff.ly/IBLzziv #PantheonMacro

"Japan's trade deal should bring forward BoJ's next rate hike" @duncanwrigley buff.ly/9jKyBrD #PantheonMacro

Global Monitor: "Solid Q2 GDP growth masks intensifying deflation in China" @duncanwrigley buff.ly/OT9Y3eU #PantheonMacro

"Further fall in housing inflation will give the Fed some breathing room" @Ollyallenecon buff.ly/FbpLtN7 #PantheonMacro

"Mexico's growth holding up in Q2, but headwinds mounting into H2" @andres__abadia buff.ly/vODBAnR #PantheonMacro

"Payroll falls should ease as tax hike drag begins to fade" @Robwoodecon buff.ly/PIRV18n #PantheonMacro

"ECB BLS won't move the needle for this week's rates meeting" @MelanieDebono buff.ly/PYjDBke #PantheonMacro

"Indian core IP finally found its feet in Q2, but short-term risks prevail" @mc_economist buff.ly/KP5BjsR #PantheonMacro

"State-level payrolls cast further doubt on a migrant exodus" @samueltombs buff.ly/oUj7ibx #PantheonMacro

"Colombia's recovery continues, but fiscal storm clouds are gathering" @andres__abadia buff.ly/pSnywWy #PantheonMacro

"The UK has an inflation problem; expectations are deanchoring" @Robwoodecon buff.ly/huUQuhs #PantheonMacro