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.
Shutdown hit limited for now, but strong headwinds remain.
- In one line: Payroll falls will ease as tax hike hit begins to fade.
In one line: EZ manufacturing fell flat on its face in August.
- Export growth in Taiwan missed expectations, but it moderated only slightly and is still historically high.
- Strong quarter-to-quarter export growth points to a solid overall Q3 GDP growth print.
- Inflation is declining again, despite the recent typhoons, underpinned by falling crude oil prices.
- China’s industrial development model has sustained growth and resulted in world-class sectors like EVs.
- Policymaker s will aim to curb the undesired side effects of excess capacity while keeping its essence.
- They will aim to spur demand, but not at the price of limiting industrial and technological-led growth.
- Construction and manufacturing likely drove another slight increase in French GDP in Q3.
- Leading indicators for investment in France are subdued, but falling saving is helping consumption.
- Our updated forecasts for the four majors still see EZ GDP rising by 0.1% in Q3, but with downside risk.
- The strongest September car sales in five years indicate signs of life in the consumer.
- September’s REC survey points to easing payroll falls, so we look for an 8K month-to-month drop.
- We doubt graduate recruitment will drag much on payroll growth in September.
- In one line: Disinflation holds, but core pressures persist.
- In one line: Inflation rises marginally, but disinflation remains on track.
- In one line: Disinflation holds, but core pressures persist.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.
- In one line: Budget uncertainty will keep housing market weak until November.
In one line: Falling imports boost surplus.
Q3 is shaping up to be fairly decent for Indonesian retail sales
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: China’s FX reserves edge higher, supported by portfolio inflows and persistently strong trade surplus.
In one line: Korea’s headline export surge masks WDA slump; Strong chip demand still underpins outlook.
In one line: Fimer Tankan readings pave way for BoJ policy normalisation in October.
In one line: Korean manufacturing activity surged in September on stronger orders and output.
