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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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In one line: Tariff-front running boost to industry and trade fading in early Q2.
Net trade and inventories on course for a big combined boost to headline GDP in Q2.
In one line: Downtrend continues as unemployment fears near Covid-time peak.
In one line: Boosted by investment and consumption.
In one line: A new record high, thanks to tariff front-running by US firms.
In one line: Soaring; Q1 GDP growth on track for an upward revision.
Trade and inventories data leave a negative Q1 GDP print looking far more likely.
In one line: Barely growing, and trade uncertainty could well keep it that way in 2025.
In one line: Don’t show Donald Trump the trade charts; Construction down but still defied surveys in Q1
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: Fastest fall in demand for services since Covid pulls down the headline.
In one line: German industry likely had a great Q1, but what awaits in Q2?
Gold trade and pre-tariff stockpiling are distorting the numbers.
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence