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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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Raft of Swiss data reaffirm our view that the economy is recovering quicker than the Eurozone. The pick-up in Swiss inflation in July is nowhere near enough to set...
Colombia’s central bank kept the main rate on hold, but the split Board introduced a clear hawkish tone. Inflation is rising rapidly, and prospects remain grim;...
China's weak July PMIs play into a wider story of underperformance in trade and manufacturing. The official and Caixin reports are at odds on prices, but we...
Indian industry ended Q2 on a good note, and this momentum has carried over into the start of Q3. The fiscal deficit narrowed markedly in Q2, albeit not entirely...
The recovery in the manufacturing sector slowed in July, probably to a complete standstill. Output should pick up in the autumn, amid easing supply constraints and...
Slowed temporarily by rising Covid-19 cases.
In one line: Solid, but firms have maxed out capacity utilisation.
Indonesia joins the demise of Delta-hit ASEAN countries India's survey data are finally reflecting the post-Delta bounce Ignore the dip in Indonesian core inflation;...
In one line: Still-sticky energy inflation; ignore the dip in the core, it will rebound, strongly.
In one line: Core pressures are rebuilding.
In one line: Indonesia joins the demise of Delta-hit countries.
In one line: A due correction in Korea's PMI
In one line: Broad weakness for manufacturing; PPI inflation still hot
EZ GDP data beat expectations in Q2, which will drive upward revisions to 2021 forecasts. We now expect full-year GDP growth in the Euro- zone of 5.0% in 2021, up from...
Mexico's economy gathered speed in Q2, thanks to solid services activity and despite one-off shocks. Manufacturing activity has stalled, due to global supply issues, but...
China's PPI inflation is at or near its peak, and CPI inflation remains relatively tame... ... But underlying inflationary pressure is more ad- vanced in China,...
Thailand's Q2 GDP report this month is likely to be fairly punchy, despite the early hit of the Delta surge. Expect net trade to mask most of the Q2 softness in...
The ONS' Business Impact of Covid-19 survey suggests business turnover has flatlined since late May. The disruption caused by the "pingdemic" wors- ened in late July, but...
In one line: A solid end to Q2.
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