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.
- Ignore the miss in Indian IP in August; the recent stasis is breaking, and the fixed capex signal is solid.
- Retail sales growth in Thailand crashed back down to earth in July, but expect much more softness…
- …Consumption growth is seeing some stability alongside tourist arrivals; local demand is still weak.
- China’s investment stimulus measures, announced on Monday, should spur an investment rebound in Q4.
- Both September manufacturing PMIs point to a modest but broad improvement in activity.
- Services activity slowed as tourism entered the off-peak season; the construction sector remains weak.
- A hawkish tilt in the German and Italian HICP data leaves our forecast for the EZ HICP at 2.3%.
- We still see the glass as half-full for Q3 consumption in Germany and France, despite soft monthly data.
- German jobless claims ticked higher in September but will fall in October; employment is still subdued.
- Growth in the first half of the year looks well-balanced once we average out tariff and tax front-running.
- Downward revisions to the saving rate in 2022-to-23 suggest the latest figures will also be cut eventually.
- Sharp falls in the profit share are likely to be partly resolved by price hikes later this year and in 2026.
Lower mortgage rates start to lend a hand.
In one line: Decent headline, dovish selling price expectations.
