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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: A decent start to Q3, but the carry-over is still negative.
The puzzle of retailers’ margins has just been revised away.
In one line: All set for a rebound into year-end.
In one line: All set for a rebound into year-end.
In one line: Industry barely budged in early Q3.
In one line: The drag on GDP from net trade in goods is disappearing.
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's August broad activity cooling likely to prompt additional targeted support
In one line: A cyclical low; a gentle rebound now lies ahead.
In one line: A further near-term rise is coming before a plunge in early 2026.
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