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.
Datanotes
- In one line: Inflation expectations show waning faith in the MPC’s ability to hit 2% inflation.
- In one line: Consumer spending growth has slowed only a little since the Iran war started.
- In one line: Political drama likely weighed on the RICS in May, but underlying activity remains weak.
- In one line: GDP still on track to grow 0.2% quarter-to-quarter in Q2, despite unwinding fuel hoarding and a doctor's strike cutting output in April.
- In one line: High energy costs begin to feed through to core import price inflation.
- In one line: Mean-reversion up in food inflation should now start to plateau.
- In one line: Mean-reversion up in food inflation should now start to plateau.
Malaysian spending feels the impact of the Middle East shock
- In one line: Food and utilities keep inflation elevated.
- In one line: Food and utilities keep inflation elevated.
- In one line: Inflation improves, but the balance of risks remains hawkish.
- In one line: Inflation improves, but the balance of risks remains hawkish.
In one line: The ECB will hike again, but when?
In one line: As expected, and further tightening is likely.
War hit to Indonesian retail sales is here, and we've likely not seen the worst of it
In one line: Boosted once again by capital goods.
- In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.
- In one line: Inflation eased in May, but persistent services inflation will keep Banxico cautious.
In one line: Looking good for a Q2 rebound in manufacturing.
In one line: Shipments of integrated circuits and computers main drivers of export growth
Crude oil import volume falling