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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: Energy inflation will back in August and September; the core will remain high.
In one line: Energy inflation will back in August and September; the core will remain high.
In one line: A record high, but not sustainable; net portfolio flows are shifting.
In one line: China’s loan prime rates unchanged in August as banking NIM at record low
China’s LPRs unchanged in August as banking NIM at record low
Slowing industrial production highlights China’s slumping property sector and rising trade frictions
China’s retail sales rebound in July, but weak consumer confidence and property woes weigh on growth
Fixed investment falters amid infrastructure slowdown and weak private investment
China’s property sales activity and price growth remain weak
PBoC shifts to new monetary framework: MLF operations to be carried out on 25th of every month
Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks
In one line: Japan’s GDP surprises on the upside, with gains in both consumption and investment amid emerging risks.
In one line: China’s TSF data suggest weak demand for loans in the real economy
Unsustainable export bounce saves Thai Q2 GDP; domestic demand still lethargic
A weather-related plunge in July, but residential construction set for a weak Q3.
In one line: Imports will rise back soon, we think.
Lower mortgage rates came too late for this month's survey.
Weekly data are noisy; the underlying trend is still deteriorating.
The underlying trend still looks flat; expect continued stagnation ahead.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence