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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Core inflation on track to hit the target in mid-2025.
In one line: Edging down, in line with deteriorating overall business sentiment in France and Germany
In one line: Stable, but unemployment fears are creeping higher.
Tokyo consumer inflation unlikely to trouble the BoJ
A big bounce in net goods trade will help Thailand's Q2 GDP
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
In one line: Still pointing to an improvement in growth, in contrast to the business surveys.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence