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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 underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
The PBoC's surprise MLF rate cut rams home China's re-orientation towards short-term growth support; fiscal policy tweaks
In one line: Still pointing to an improvement in growth, in contrast to the business surveys.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
In one line: Hanging on for dear life, but also likely underestimating the pace of growth.
In one line: PMI lower by weakness in manufacturing; services and consumer sentiment are looking much better.
In one line: Poor, but GDP growth is stronger than implied by the headlines.
In one line: Poor, but GDP growth is stronger than implied by the headlines.
Japan’s manufacturing sector is buffeted by auto safety inspections scandal
Japan's flash manufacturing PMI hit by auto safety scandal
Services sector boost from income tax break likely to prove short-lived
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence