Pantheon Macroeconomics
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Below is a list of our Publications for the last 6 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.
In one line: Consistent with our call that Germany is in a shallow recession.
Japanese manufacturing activity weakens but services activity rises
In one line: Consistent with our call that Germany is in a shallow recession.
In one line: Rapidly falling inflation and recessionary PMIs.
China's economy treads water in November; steeper existing home price fall points to market clearing
Japanese manufacturing activity weakens but services rise
A mixed bag for Indonesian trade in November
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
In one line: If Mr. Powell is Santa, Ms. Lagarde is the Grinch.
Real consumption is on course for a solid Q4, but slower than Q3.
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
In one line: Few signs of a shift in the guidance on rates, yet. QT will accelerate in H2-24.
In one line: Continued hawkishness suggests May still is the earliest plausible date for the first rate cut.
In one line: A clear dovish shift; rate cuts are next.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence