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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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No real sign yet of tariff-linked layoffs.
Further signs of uncertainty weighing on housing.
Pre-tariff jump in manufacturing output likely to reverse sharply.
In one line: Easing, as economic uncertainty rises.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
In one line: Falling oil prices and a stronger euro are gifts to ECB doves.
China’s Q1 GDP growth was boosted by demand stimulus and export front-loading pre-tariff turmoil
A slump in manufacturing activity and surge in goods inflation lies ahead.
In one line: Tariffs hit investor sentiment hard; industrial production will feel the tariff burn but not until later in the year probably.
In one line: Banks tighten lending standards for firms & demand for credit eases again even before the shock of “Liberation Day".
In one line: Soft, but selling prices point to upside risks for the core.
Government bond issuance still taking centre stage, with modest uptick in household loans
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