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.
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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.
In one line: A clear dovish shift; rate cuts are next.
The seven-month bout of WPI deflation in India comes to an end
Margins have stopped rising, but yet to start falling, auto dealers excepted.
In one line: Exaggerated by an Irish drop, but still not good news.
Japan's headline Tankan index improves, but outlook worsens
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence