Pantheon Publications
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.
Please use the filters on the right to search for a specific date or topic.
- Taiwan’s GDP growth for Q3 b eat expectations, though it moderated slightly to 7.6% from 8.0%.
- Demand for AI hardware remains solid, but supply-side factors give no indication of strong growth…
- …Still, the AI boom could also be accelerating productivity gains and capital- deepening.
- China is countering its investment slump by approving an additional RMB500B in local-government bonds...
- ...And driving though the disbursal of RMB500B in policy-bank funds for investment projects.
- This should boost the official manufacturing index from its October trough.
- Robust core and headline inflation in October push December rate-cut hopes further into the long grass.
- Declines in food and core goods inflation will reverse this month; services will remain sticky until February.
- Energy inflation will fall a little further in November and December before plunging in January.
- We retain our Q3 GDP growth forecast of 0.2% quarter-to-quarter, as the activity data have held firm...
- ...But softer-than-expected inflation means we have brought forward our call for a rate cut to December.
- We are waiting for further information on the Budget before forecasting an additional cut to Bank Rate.
