Pantheon Publications
Below is a list of our Publications for the last 6 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.
- We raise our forecast for year-over-year GDP growth in 2025 to 1.6%, from 1.4% previously.
- Strong GDP growth so far this year suggests that the drag from interest rate hikes is fading.
- A 3.2% rise in household real income in 2024 will power GDP gains of 0.4% quarter-to-quarter in H2.
Rob Wood (Chief UK Economist)UK
- In one line: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Stronger-than-expected growth pressures the MPC to delay a rate cut until September.
Rob Wood (Chief UK Economist)UK
- In one line: House price inflation holds steady in June, but will rise in the coming months as buyers return.
Rob Wood (Chief UK Economist)UK
In one line: Falling, and survey data point to further declines ahead.
Claus Vistesen (Chief Eurozone Economist)Eurozone
The BoK keeps the policy rate on hold, likely to make first cut in October
Duncan WrigleyChina+
The BoK keeps the policy rate on hold, likely to make first cut in October
Duncan WrigleyChina+
- BNM held its policy rate this month, as it waits to see the impact of the diesel-subsidy removal…
- …A relatively strong growth outlook is providing it with the bandwidth for a continued pause.
- Malaysian GDP growth likely improved to 4.8% year-over-year in Q2, from 4.2% in Q1.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Temporary pressures but underlying trends under control.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Temporary pressures but underlying trends under control.
Andrés Abadía (Chief LatAm Economist)Latin America
- Plunging airline fares flattered June’s tiny rise in the core CPI, but most services prices were subdued too.
- CPI data and our PPI forecasts map to a 0.17% rise in the core PCE deflator, but our estimate will shift today.
- The Michigan consumer sentiment index probably rose slightly in July, lifted by a surging stock market.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- Brazil’s underlying inflation picture remains in check, but political and economic risks are intensifying.
- BCB faces a complex scenario as the labour market and private consumption appear resilient, for now.
- Retail sales surged in May despite economic headwinds, beating expectations.
Andrés Abadía (Chief LatAm Economist)Latin America
- The BoK held fast on the policy rate yesterday but shifted the focus to rate cuts.
- Disinflation should continue in H2, despite the risks from higher import costs and the weak KRW.
- Chip exports will likely drive GDP growth enough for the BoK to delay its first rate cut until October.
Duncan WrigleyChina+
- Monthly hard data for Italy have been better than expected; our new nowcast points to faster growth…
- ...but business surveys suggest GDP growth is unlikely to budge from Q1’s 0.3%.
- Advance numbers suggest that EZ negotiated wage growth slowed in Q2, despite firmer Indeed data.
Melanie Debono (Senior Eurozone Economist)Eurozone
- Output rose 0.4% month-to-month in May, putting GDP 1.5% higher than at the start of the year.
- We raise our Q2 GDP growth forecast to 0.6% quarter-to-quarter and see upside risk.
- Yesterday’s release supports our call for the MPC to wait until September to cut Bank Rate.
Elliott Laidman Doak (Senior UK Economist)UK
In one line: Decent, but not enough to prevent a Q2 decline.
Claus Vistesen (Chief Eurozone Economist)Eurozone
China’s producer deflation persistent, despite misleading improvement in headline
Duncan WrigleyChina+
Chinese Inflation is Cooling, Thanks to an Uneven Recovery
Duncan WrigleyChina+
