Pantheon Macroeconomics
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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: Switzerland was on a tear before the tariff shock; surveys point to slower growth in Q2.
Korean PMI shows domestic demand tanking, but sentiment is improving thanks to tariff war pause
A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner
Net trade and inventories on course for a big combined boost to headline GDP in Q2.
Consumption still resilient, but a slowdown looms.
In one line: Upturn in money supply continues; Italian GDP on a solid footing in Q1.
In one line: Consumption growth will slow in Q2.
The April collapse in Philippine imports in context
In one line: Still consistent with slight slowdown in growth in Q2.
In one line: Stronger than the increase in goods spending in France.
In one line: EZ inflation expectations jumped on the eve of the tariff shock.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence