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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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In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
In one line: China's LPRs on hold, despite July's weakening demand data
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
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.
In one line: Holding steady at a low level.
In one line: BoJ stands pat today, nudges up its inflation forecast; Ueda dovish at presser
In one line: China PMI signals weakening manufacturing momentum at the start of H2; policy support likely ahead
In one line: China keeps LPR unchanged, further easing expected in the second half of 2025
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence