Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Please use the filters on the right to search for a specific date or topic.
The single-family construction boom seems to be fading.
Real consumption likely grew at a near-2% rate in Q2, down from 2023’s rapid pace.
In one line: Dragged lower by a crash in exports.
Output lacking momentum, but goods inflation still very much in check.
In one line: EZ industry likely came out of recession in Q2, by the skin of its teeth.
Chinese GDP misses expectations, hit by dull retail sales, despite resilient industrial output
June slip in Indonesian export growth should be short-lived
Depressed again by the shift to web-based data collection.
Money growth is buffeted by corporate deposit outflows
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
In one line: Core is settled around 2%; headline should fall further from August onwards.
In one line: China saw record trade surplus since 1992 on deteriorating import demand and steady export recovery
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence