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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.
Please use the filters on the right to search for a specific date or topic.
In one line: From a “good place” to a stagflationary shock.
In one line: No help to GDP growth from construction in Q1.
In one line: On hold, stronger emphasis on FX intervention.
In one line: BoJ on hold amid oil shock risks and divided inflation views
Malaysian headline export growth in Q1 still up from Q4, despite February miss
Inflation at bay, for now
In one line: The ECB is no longer 'in a good place.'
In one line: The ECB is no longer 'in a good place.'
Japan's exports slow due to holiday calendar effects
Chip and electrical machinery shipments rise
Electronic exports in Singapore continue to boom
Underlying manufacturing output still looks anemic.
China's consumer spending was boosted by longer holiday
infrastructure investment rebounds thanks to policy support
Industrial output lifted by export demand
Iran war forcing an upgrade to our 2026 India WPI forecast to 5%
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence