Pantheon Publications
Below is a list of our 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.
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Samuel Tombs
- The composite PMI rose in December to a six-month high; consumers’ confidence is near a two-year high.
- This pick-up reflects rising real household disposable income, and possibly slowing savings replenishment.
- The MPC, however, needn’t stay very restrictive; the job market is loosening, and inflation pressures are fading.
Samuel TombsUK
In one line: Further recovery should ease recession fears.
Samuel TombsGlobal
- In one line: Further recovery should ease recession fears.
Samuel TombsUK
In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsGlobal
- In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
Samuel TombsUK
- In one line: A broad-based drop, but expect a recovery in the final two months of 2023.
Samuel TombsUK
- In one line: The trend in wage growth is weakening, but not as dramatically as October’s data imply.
Samuel TombsUK
- In one line: Consistent with unemployment rising more quickly than the MPC expects.
Samuel TombsUK