Pantheon Macroeconomics
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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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In one line: Ignore volatility in major orders; the trend in core orders is still down.
In one line: The leap in exports is not backed by the surveys.
In one line: Soft, but manufacturing likely will only be a small drag on Q1 GDP growth.
In one line: Is the door now shut on an April cut? Probably.
In one line: Is the door now shut on an April cut? Probably.
In one line: Pegged back by a plunge in food inflation; the core HICP likely fell.
In one line: Inflation fell further, but less than we anticipated; January spending was resilient to plunge in auto sales.
In one line: Mixed, but consistent with a modest recovery in consumption growth.
In one line: Investment crashed at the end of 2023.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Core inflation remains on track for 2% by summer, but beware Easter effects in March and April.
In one line: Better, but rise in the PMI is at odds with the INSEE data.
In one line: Boosted by a narrower primary income deficit; is the trend in portfolio outflows stalling?
In one line: The sticky core will come undone soon; we look for a big fall in February
In one line: Weak GDP growth, still-solid trend in employment; industrial production boosted by Ireland.
In one line: Services inflation pushed higher by healthcare, education and hospitality.
In one line: A downward revision to Q4 GDP growth?
In one line: Boosted by major orders in aircraft; core orders were weak.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence