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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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Pointing to a slowdown in underlying GDP growth in Q1.
The latest sales data are near worthless; homebuilders are still under pressure.
Underlying growth still solid in Q4, but likely to wane.
In one line: Consistent with a modest recovery.
In one line: Consistent with a modest recovery.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: A modest rebound, but GDP growth is doing better than implied by the PMIs.
In one line: Japan's cooling consumer inflation justifies BoJ taking time on rate hike
In one line: Flash PMIs lifted by tech sector and landslide election victory
In one line: Cooling consumer inflation justifies BoJ taking time on rate hike
In one line: EZ consumer sentiment up once again, but by only a bit this time.
Much weaker GDP growth of about 2% now looks likely in Q4
In one line: Things are looking up, aside from a small bump in the road in January.
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