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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A weather-related plunge in July, but residential construction set for a weak Q3.
In one line: Imports will rise back soon, we think.
Lower mortgage rates came too late for this month's survey.
Weekly data are noisy; the underlying trend is still deteriorating.
The underlying trend still looks flat; expect continued stagnation ahead.
The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4
Indonesia’s small trade surplus isn’t actually that bad, while the stellar y/y rates need to be put into context
In one line: Resilient to weak German activity and much better than we anticipated.
In one line: Q2 GDP increase confirmed, despite another drag from industry.
In one line: No boost from the Olympics here.
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