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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: Resilient to the latest rise in US tariffs, despite hit to foreign orders.
In one line: Resilient to the latest rise in US tariffs, despite hit to foreign orders.
In one line: Up, but output is still falling.
In one line: Only little signs of a hit from higher US tariffs.
In one line: Only little signs of a hit from higher US tariffs.
India’s flash PMIs for August shrug off Trump’s 50% tariff threat
July’s weak employment report means inflation worries look overblown.
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
In one line: China's LPRs on hold, despite July's weakening demand data
In one line: Inflation will rise to year-end, but there’s still chance of an ECB rate cut in September.
China's LPRs on hold, despite weakening demand data
July bounce in starts likely noise; underlying trends remain weak.
The outlook for homebuilding remains grim.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence