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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The PMI is probably a poor guide to the national picture.
In one line: Blame Italy for the upside surprise.
In one line: Blame Italy for the upside surprise.
In one line: Further increases in jobless claims are on the horizon.
In one line: Higher, but core inflation fell back.
China's official PMIs point to stagnating manufacturing activity
BoJ raises the policy rate ahead of market expectations
BoJ raises the policy rate ahead of market expectations
China's official PMIs point to stagnating manufacturing activity & slump in construction demand
Politburo calls for incremental policy measures, but no bazooka
Confidence improves, but the fundamentals are still shaky.
In one line: Solid but below the ECB’s forecast.
In one line: A smaller q/q increase than we thought.
In one line: Continuing to outperform; inflation fell further than expected in July.
In one line: The trend in GDP growth is still around zero; core inflation fell further in July.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence