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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.
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In one line: The drag on GDP from net trade in goods is disappearing.
In one line: lacklustre broad credit growth, excluding government bonds
In one line: China's August broad activity cooling likely to prompt additional targeted support
In one line: A cyclical low; a gentle rebound now lies ahead.
In one line: A further near-term rise is coming before a plunge in early 2026.
Surge driven by Texas; the trend is still gently upward sloping.
Tariffs continuing to lift goods prices; pass-through only one-third complete.
In one line: The ECB is happy at 2%, for now.
In one line: The ECB is happy at 2%, for now.
In one line: ECB doves need better persuasion skills.
In one line: ECB doves need better persuasion skills.
In one line: Valuation effects lift China’s FX reserves in August; expect them to drive reserves higher in H2
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: China exports slow on low-tech weakness; US, Africa and LatAM slump offsets ASEAN strength
In one line: Japan's real wage turned positive for the first time in seven months, paving the way for an October BoJ hike.
In one line: Japan’s private sector activity posts its fastest rise since February, with broad based services and manufacturing improvements.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence