Pantheon Macroeconomics
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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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Colombia’s solid recovery continued in Q1, thanks mainly to robust private consumption... ...But momentum is already fading on a sequential basis, due to deteriorating...
The strong retail sales numbers for April suggest second quarter consumption is on track for 5% or so. People appear to be drawing down some of their pandemic savings, but...
Thailand’s Q1 GDP surprised to the upside, with year-over-year growth rising to 2.2%, from 1.8%. We expect a more pronounced acceleration in Q2, solely on the back of the...
EZ GDP rose a tad quicker than initially estimated in Q1, lifting the carry-over for full-year growth in 2022. Employment in the EZ is rising quicker than implied by...
In one line: The accident waiting to happen just happened
In one line: A solid start to Q2; no sign of any hit from energy and food prices
In one line: No need for the MPC to panic about wage growth.
In one line: Growth should accelerate a touch in Q2 but employment growth will probably ease from here.
In one line: This is why the ban on palm oil was an easy decision.
Thailand brushed off Omicron in Q1This is why the ban on palm oil was an easy decision for Indonesia Worrying print, but upstream oil inflation in India probably has peaked
Mexico's total industrial output contributed to GDP growth in Q1, but the outlook is overcast.High inflation, deteriorating global supply conditions, and increased domestic uncertainty, remain drags.Argentina's inflation nightmare continues, despite the government's efforts to put a lid on the uptrend.
The preliminary Homebase data for the payroll survey week signal an increase of about 250K.Autos, gas prices and restaurants likely boosted April retail sales, but the core seems to have been softish.Homebuilders' sentiment will roll over, sooner or later, in the face of plunging mortgage demand.
EZ trade data show that sanctions hit trade with Russia hard, and energy imports fell in March.Progress in imposing an oil ban has stalled, as four countries, led by Hungary, threaten to veto it......The risk to our assumption that the EU will push ahead with a ban on gas soon, is towards no ban.
We are lowering our Chinese GDP forecast, as the data for April were closer to reality than expected.Prolonged zero-Covid restrictions risk permanent economic scarring, limiting any rebound.China's property sector is a separate--and over- looked--drag on activity, and set to persist.
The trade deficit, excluding erratics, jumped to a recordhigh in March, largely due to the surge in energy prices.High energy prices, surging imports of travel services and weak export growth will keep the deficit wide.Governor Bailey is showing no signs of buckling to pressure from MPs for faster rate hikes to tame inflation.
In one line: The solid recovery continued in Q1, but momentum is already fading on a sequential basis.
In one line: The solid recovery continued in Q1, but momentum is already fading on a sequential basis.
In one line: Soft, but not a definitive guide to national manufacturing
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