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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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Consumption already weak before the energy shock.
In one line: Spanish industry was performing poorly even before the energy shock.
In one line: Industrial production fell in Q1, but net trade in goods rose sharply.
In one line: Decline will be exacerbated over the coming months.
In one line: New orders stung by surge in input prices.
In one line: Strong gain in core orders.
RBI is keeping calm and carrying on with a sensible pause
Underlying capex still looks relatively weak.
In one line: China’s big drop mainly due to global market volatility, rather than domestic economy
Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall
Probably providing a false read on services inflation.
Net trade on track for a big drag on headline GDP growth in Q1.
In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
In one line: Energy shock gives the SNB room to breathe as inflation is set to accelerate further.
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