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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: Headed for 2% over the summer; enough for two more ECB cuts?
In one line: Headed for 2% over the summer; enough for two more ECB cuts?
China to stick to targeted easing, despite broad cooling in April activity growth
Pre-“Liberation Day” anxieties were there for all to see in Thailand’s Q1
Extremely low response rate and partisan divide raise questions over reliability.
Pointing to a sharp fall in new home sales & residential construction.
Recent resilience unlikely to last beyond the summer.
Pointing to a mere 0.12% rise in the core PCE deflator, and margin pressure for distributors.
In one line: A new record high, thanks to tariff front-running by US firms.
Don’t panic about the continued ballooning of India’s trade deficit
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