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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.
Please use the filters on the right to search for a specific date or topic.
In one line: Further increases in jobless claims are on the horizon.
In one line: Higher, but core inflation fell back.
China's official PMIs point to stagnating manufacturing activity
BoJ raises the policy rate ahead of market expectations
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Politburo calls for incremental policy measures, but no bazooka
Confidence improves, but the fundamentals are still shaky.
In one line: Solid but below the ECB’s forecast.
In one line: A smaller q/q increase than we thought.
In one line: Continuing to outperform; inflation fell further than expected in July.
In one line: The trend in GDP growth is still around zero; core inflation fell further in July.
In one line: Decent, but the details point to soft domestic demand.
In one line: Slight uptick in China's industrial profits driven by better performing upstream sectors
China lowered interest rates and revealed plans to enhance government finances; Korea early trade data propelled by AI-chips demand
In one line: Strong AI-driven exports propel Korea’s early July trade figures
In one line: China’s loan prime rates and short-term rates were unexpectedly lowered in July; plans revealed to revive local government finances
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence