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.
In one line: Now signalling no change in net exports in goods in Q1.
- 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.
- In one line: Construction sector activity to remain weak in the coming months.
- Households often borrow more when gas prices surge, and banks have become more willing to lend...
- ...But high interest rates, elevated delinquencies and low confidence suggest people will be cautious.
- Surveys suggest a better times ahead for manufacturers, but big headwinds remain.
- China’s GDP growth rose to 5.0% in Q1, but it was highly dependent on robust exports...
- ...Which are likely to slow as the oil price shock hits global growth.
- Real household spending slowed and underlying consumption activity remains sluggish.
- Inflation in the EZ is on track to hit just over 3% by May, which will prompt the ECB to hike in June.
- Cooling oil prices mask a continued surge in refined- product prices, especially diesel.
- Services inflation will fall in April, holding down the core, but snap back quickly next month.
- February GDP exaggerates the growth trend, because of erratic gains in a number of sectors.
- But growth was surprisingly strong even if we strip out the noise; the economy was recovering.
- We now look for quarter-to-quarter GDP growth of 0.5% in Q1, and 0.0% in Q2.
- In one line: Surging input prices will worry the MPC.
- In one line: Growth in autos registrations will ease in the coming months.
