Pantheon Macroeconomics
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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.
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China's LPRs on hold, despite weakening demand data
July bounce in starts likely noise; underlying trends remain weak.
The outlook for homebuilding remains grim.
US tariff themes aplenty in Thailand’s Q2; expect a faster slowdown in H2
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's weakening investment and retail sales data raise worries for H2 demand outlook
Price pressures are building, but July's data overstate the intensity.
In one line: Q2 slowdown confirmed; industry partly to blame.

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence