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Below is a list of our Publications for the last 5 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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India’s flash PMIs for August shrug off Trump’s 50% tariff threat
July’s weak employment report means inflation worries look overblown.
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
In one line: China's LPRs on hold, despite July's weakening demand data
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
China's LPRs on hold, despite weakening demand data
July bounce in starts likely noise; underlying trends remain weak.
The outlook for homebuilding remains grim.
US tariff themes aplenty in Thailand’s Q2; expect a faster slowdown in H2
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
Price pressures are building, but July's data overstate the intensity.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence