Pantheon Publications
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.
Datanotes
Tariff shock puts small business under further pressure.
A larger-than-expected Ramadan bump in Indonesian sales that isn’t expected to last
- In one line: Gradually easing labour market justifies further gradual rate cuts.
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
In one line: Investor sentiment rebounds.
- In one line: The housing market slowdown will be temporary according to the RICS.
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
- In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.
Mismeasurement likely distorting the Q1 numbers; underlying trend solid.
- In one line: Inflation steady in April, but underlying pressures persist, for now.
- In one line: Inflation steady in April, but underlying pressures persist, for now.
In one line: Industry will likely support GDP again in Q2, but downside risks remain.
- In one line: BCRP resumes easing, citing stable inflation.
- In one line: Underlying pressures remain in check, despite a bad start to Q2.
- In one line: Underlying pressures remain in check, despite a bad start to Q2.
- In one line: Disinflation resumes, and the near-term outlook remains benign.
- In one line: Disinflation resumes, and the near-term outlook remains benign.
