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: Output still fell over Q1 as a whole.
In one line: The core should fall a bit further over the summer, but 2% is likely the new trend.
A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
The PBoC leaves the MLF rate unchanged, despite the April credit data dip
An improvement, but small businesses are still under pressure.
In one line: Soft, but beware the risk of a snap-back in services inflation in May.
Will the Q1 strength in Indonesian sales carry over to Q2?
Despite tick-up in China CPI, demand is still weak; Producers still battle deflation
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence