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: Construction fell back in Q2, after a decent Q1.
Base effects dominate Malaysian trade figures in June
Japanese headline exports continue to rise, despite auto shipment disruptions
A strong Q2 for manufacturing, but major headwinds persist.
Tentative signs of recovery in the multi-family sector, but single-family starts look set to fall further.
In one line: Services is sticky as ever, and it won’t drop meaningfully anytime soon.
The single-family construction boom seems to be fading.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
In one line: Dragged lower by a crash in exports.
Output lacking momentum, but goods inflation still very much in check.
In one line: EZ industry likely came out of recession in Q2, by the skin of its teeth.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence