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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.
Please use the filters on the right to search for a specific date or topic.
In one line: Construction had a neutral impact on EZ GDP in Q3.
December hangs in the balance, but substantial easing probably still lies ahead.
In one line: Inflation to stay above 2% in Q4.
The AI tide is finally lifting Malaysian exports
Dip in mortgage rates providing only a small tailwind.
In one line: Worse than we thought; upside risks loom for Q4.
Weak net exports of goods and tourism hit growth
Private consumption was sluggish
Business non-residential investment was resilient
Destocking largely to blame for Thailand's Q3 GDP miss
In one line: Drag from net trade in goods disappeared in Q3, as US exports jumped, supporting the confirmed picked up in GDP growth.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence