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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
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In one line: Falling Covid cases offset by higher energy prices?
In one line: Delta is boosting sales of goods; what's happening to services?
In one line: Under severe strain, due to an array of shocks.
In one line: The EZ trade surplus with EFTA has vanished, apparently.
In one line: Still advancing, but the core seems to be cooling.
Gas prices in Europe have continued their rise since the start of the year... ...Governments are trying hard to shield consumers, but businesses will be hit harder. Our...
A perfect storm continues to build in Chile for interest rates to surge beyond neutrality. For Chile--as for most of LatAm--higher commodity prices have coincided with...
Retail sales growth likely slowed in September, but that's not necessarily bad news... ...The decline in Covid cases likely pushed up spending on non-retail services, at the...
A normalisation of monetary policy in India still is around the corner, even if the recovery loses vigour. September's CPI and WPI headlines were softer than expected, thanks...
German core inflation is still rising; we think it will hit 3%-plus in Q4, before easing in January. Electricity inflation in Spain is still rocketing, threatening consumer's...
A weak third quarter GDP print for China is a certainty, with the economy facing multiple headwinds. Early data hint at the damage done, but September is just the start. The...
The OBR likely will revise up its forecast for debt interest payments in 2022/23 by nearly 1% of GDP. Interest payments will be boosted by the outlook for high inflation and...
In one line: Not exactly a sign that domestic demand is roaring back.
In one line: Neutral rates are approaching quickly.
In one line: Prices still rising, despite the end of the SDLT holiday.
Don't expect non-core disinflation to help much more in the short run
Energy shortages push PPI to fresh heights while food remains the dominant theme for CPI The immediate impact is felt by industry, but it will spread
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