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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: Solid headlines in services; weakness coming in industrial output.
In one line: exports hold up ahead of row with China
Shaping up to be a very anti-climatic Q4 for India
Malaysia’s recent inflation spike could be over
Boost from lower rates likely has only a bit further to run.
Payrolls flattered by the seasonals; rising unemployment keeps a December easing in play.
In one line: Stable in November; spending should pick up regardless.
In one line: Construction had a neutral impact on EZ GDP in Q3.
December hangs in the balance, but substantial easing probably still lies ahead.
In one line: Inflation to stay above 2% in Q4.
The AI tide is finally lifting Malaysian exports
Dip in mortgage rates providing only a small tailwind.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence