Pantheon Macroeconomics
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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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Headline index steady in April; but a lot of pain lies ahead.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
BoJ's newly bearish tone on inflation risks supports our view that rate hikes are on hold this year
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits.
In one line: Germany CPI looks softer than we anticipated, but core inflation rose.
In one line: Supporting our above-consensus EZ call.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence