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
- In one line: Strong growth and stubborn price pressures will keep the MPC on hold for the rest of the year.
- In one line: The PMI inches up but still remains overly downbeat.
- In one line: Stubborn wage and price pressures should keep the MPC cautious, but falling employment is a building risk.
- In one line: Private car registrations should continue to rise as displacement demand drives sales.
In one line: Better; inflation pressures remain strong despite subdued activity.
- In one line: SNB cut this month still on, just.
In one line: SNB cut this month still on, just.
- In one line: Hit by a descent into outright food deflation.
In one line: China's RatingDog services PMI points to job risks after court ruling on social security contributions
- In one line: A more confident uptick, with tariff clouds receding.
A more confident uptick in ASEAN manufacturing, with tariff clouds receding
- In one line: Jump in new orders obscures underlying weakness
Jump in new orders obscured underlying weakness.
- In one line: Growth slows as capex falls, but services hold up.
- In one line: Growth slows as capex falls, but services hold up.
- In one line: The end of September rate cut hopes.
In one line: The end of September rate cut hopes.
- In one line: Solid credit flows and rising mortgage approvals signal confidence amongst business and households.
- In one line: The housing market is still stuttering after April’s stamp-duty hike, but prices will rise in H2.
- In one line: The fall in the Manufacturing PMI looks like a blip, sentiment should improve as tariff uncertainty abates.
