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.
Malaysian electronic exports are down, just when commodities perk up
In one line: Now signalling no change in net exports in goods in Q1.
- Zillow’s measure of new rents increased in April by less than 0.10%, for the fourth straight month.
- The recent further rise in the vacancy rate and pickup in multi-family starts implies the glut will continue.
- Rent’s contribution to core CPI inflation will be 0.3pp lower by year-end, overwhelming the energy hit.
- Consumption remains resilient in Brazil, but mostly in essentials; discretionary spending is struggling.
- Rising oil prices increase inflation risk, forcing a slower and more cautious monetary easing path.
- Growth is holding up, but momentum is fading as activity becomes less broad-based and more fragile.
- We think GDP growth in Singapore will slow to 3.0% this year, with risks tilted to the downside.
- Singapore has cemented its role as a financial hub in Asia, which has been helped by policy...
- ...But further expansion could be limited if Hong Kong manages to lure back banks and workers.
- China is expediting fiscal measures to support investment by the end of H1...
- ...Providing flexibility for additional support in H2 if the Iran war drags on and hurts global growth.
- The residential property market is enjoying a ‘little spring’ with rising sale s, but a real recovery is still far off.
- Italy risks breaching the EU’s 3% deficit-to-GDP rule in the event of a prolonged energy shock.
- Spain’s budget stalemate since late 2022 gives it the fiscal firepower to mitigate the hit to its economy.
- Borrowing costs could climb higher still, but policy backstops will keep EZ bond markets relatively calm.
- February GDP exaggerates monthly growth, but stripping out noise the economy was growing solidly.
- Oil prices consistently below $100/bl mean we are close to removing our forecast for an MPC rate hike.
- A payroll fall and wage slowdown in this week’s data will keep the MPC cautious about hiking.
- In one line: Import price growth will jump in the coming months.
- In one line:About half of the February GDP gain was erratic, but that still leaves signs of improving underlying growth as Budget uncertainty eased.
A mediocre end to Q1, but the surveys look promising.
- In one line: Activity remains firm, but growth is clearly slowing.
- In one line: Activity remains firm, but momentum is clearly slowing.
In one line: Inflation is headed for 3%, and it will stay close to this level for a while.
In one line: Inflation is headed for 3%, and it will stay close to this level for a while.
In one line: China's lopsided Q1 GDP growth bump likely the year's high-water mark
- In one line: A modest rebound, but underlying demand remains weak.
Early signs of a manufacturing margins squeeze.
In one line: EZ industry was probably a drag on Q1 growth.
- In one line: Housing market activity will grind down over the course of 2026.
