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.
- Q3 GDP growth was unrevised at 0.1% quarter-to-quarter, down from 0.2% in Q2.
- Business investment in Q3 was revised up, and declining borrowing costs should boost credit flows.
- The household saving rate fell to 9.5% in Q3, from 10.2% in Q2, and should continue to drop in 2026.
In one line: China's LPRs unchanged for seventh straight month amid lower tariff risks
China's LPRs unchanged for seventh straight month amid lower trade risks
THE PAUSE IN THE FED’S EASING CYCLE WILL BE BRIEF...
- ...THE LABOR MARKET WILL REMAIN WEAK, INFLATION FALL
ECB TO HOLD THE LINE AS BOE AND FED CUT FURTHER...
- …ITS NEXT MOVE WILL LIKELY BE A HIKE, IN 2027
- In one line: Downside news focused in volatile items and partly driven by early discounting, while underlying inflation pressures remained firm.
Limited further upside for sales.
- In one line: Post-Budget relief boosts manufacturing sentiment, but activity will rise only slowly in 2026.
In one line: Little holiday cheer for EZ households at year-end.
- In one line:Budget chaos hits retail sales, but arguably by less than might have been feared.
- In one line: Weak house price inflation in October means we cut our Q4 forecast.
- In one line:Fiscal plans rest on shaky foundations.
- In one line: A post-Budget sigh of relief from consumers, and sentiment has further to rise.
- In one line: Cautious cut, we see one more in April, but it will be another closely fought decision.
In one line: Consistent with a pick up in GDP growth in Q4.
In one line: Little cheer for German consumers at turn of the year.
In one line: Treading sideways
In one line: treading sideways
- - CHINA SIGNALS 'STEADY AS SHE GOES' POLICY APPROACH
- - JAPAN'S STEADY WAGE-HIKE OUTLOOK SHOULD NUDGE BOJ
- - BOK HOPING FOR RESPITE IN KRW PRESSURE
In one line: Still no hint to future rate path.
