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Below is a list of our Publications for the last 6 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: Hot, and likely to get hotter still.
In one line: Chocked by supply bottlenecks.
In one line: A fall in net services trade offset a rebound in the goods surplus; net portfolio outflows slowed.
In one line: Drop should fuel doubts about how soon the MPC will hike interest rates.
In one line: Hot, and likely to get hotter still.
Brazil's economic upturn continued in Q3, but high inflation and tighter policy will dent the rebound soon. The Argentine president's nightmare worsens as his coalition tumbles...
Technicalities flatter August retail sales, but the upside surprise is real; an echo of earlier Covid-era patterns. States suffering most from the Delta wave have rela- tively...
A cold winter will turn rising gas prices into a macroeconomic issue; Q4 risks are tilted to the downside. Car sales in the Eurozone aren't going anywhere, mirroring the...
Year-over-year growth in house prices slowed in July, following the tapering of government support. Expect a further slowdown in Q4, when the SDLT threshold will return to...
In one line: Manufacturing in the Northeast is outperforming; don't worry about claims.
In one line: Stabilising, but still-weak, due mainly to a wider deficit with China.
In one line: Hit by base effects, but still not pretty.
Mexico -- Benign conditions prevail, for now Colombia -- A decent rebound, but risks prevail Peru -- Up, thanks to politics and commodities
Another soft retail sales report today seems inevitable, thanks to Delta, with more pain likely in September. Expect a rebound in jobless claims from last week's cycle low,...
Growth in EZ hourly labour costs plunged in Q2, but other, more timely, data point to robust wage gains. Ms. Lagarde's comments last week suggest that we should watch...
China's activity data for August disappointed across-the-board, but grim retail sales stood out... ...A September bounce is looking unlikely, due to the Fujian wave; the...
The month-to-month rise in the core CPI in August was only 0.1pp bigger than the average in the 2010s. Used cars and computer games drove the large monthly gain; no sign of...
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