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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Net trade probably only a small drag on headline growth in Q3.
In one line: Down, like the PMI, and dovish on inflation and wages.
In one line: Jobless claims in Germany rise again; EZ inflation expectations cool further.
In one line: An October cut is now fully priced, and for good reason.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
Politburo confirms top-level priority on achieving growth target, but only hints at further fiscal support
In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.
In one line: Thomas Jordan ends reign as SNB Chairman with a cut; more easing is on the way.
In one line: Decent, but where is the spending growth?
In one line: Likely boosted by rapidly falling inflation.
MLF rate cut in line with expectations after the PBoC's monetary easing plan yesterday
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence